Mgr/AVP, Relationship Manager - Wealth Banking
UOB · Kepong (City Area)
Full-timeonsitemidSalesBankingWealth ManagementRelationship ManagerSalesFinance
รายละเอียดงาน / Description
Based in Malaysia, this role focuses on driving wealth management business by promoting a diverse suite of financial products to affluent retail clients. You will cultivate client relationships and deliver tailored advisory solutions to expand portfolio value. The position suits a motivated professional eager to advance their banking career within a premier regional institution.
หน้าที่ความรับผิดชอบ / Responsibilities
- Promote and distribute retail banking solutions including unit trusts, insurance, treasury products, and deposits
- Target and onboard prospective clients within the specified assets under management tier
- Nurture relationships with current and prospective clients through proactive financial advisory
- Evaluate individual client financial objectives to recommend appropriate wealth management solutions
- Drive portfolio expansion through active cross-selling of consumer banking offerings
คุณสมบัติ / Qualifications
- Prior background in financial services, ideally within personal banking
- Proven track record in sales or client acquisition
- Demonstrated commitment to ethical conduct and strong client relationship abilities
- Excellent verbal communication and interpersonal capabilities
- Target-oriented mindset with high self-motivation and initiative
ทักษะที่ต้องการ / Required skills
- Relationship Management
- Wealth Management
- Financial Advisory
- Sales
- Cross-selling
- Communication
ทักษะเพิ่มเติม / Nice to have
- Unit Trusts
- Bancassurance
- Portfolio Management