AVP, Client Advisor- Privilege Banking (Kota Kinabalu)
UOB · Kota Kinabalu (City Area)
Full-timeonsiteOtherSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves managing and expanding relationships with high-net-worth clients, focusing on wealth management and financial advisory. The successful candidate will identify client needs, align them with banking products, and drive revenue growth. This position requires a proactive approach to business development and a commitment to delivering excellent client experiences.
หน้าที่ความรับผิดชอบ / Responsibilities
- Acquire and develop relationships with high-net-worth customers to increase revenue
- Manage client relationships and provide financial advice for portfolio expansion
- Analyze client financial needs and match them with suitable banking products
- Proactively cross-sell various banking products and services
- Achieve wealth revenue targets, client growth, and product penetration
- Identify business opportunities to align with overall strategy
คุณสมบัติ / Qualifications
- Experience in financial services, specifically with high-net-worth clients
- High integrity, professionalism, and strong client relationship skills
- Excellent communication and interpersonal abilities
- Dynamic, results-oriented, and self-motivated
ทักษะที่ต้องการ / Required skills
- Client Relationship Management
- Wealth Management
- Financial Advisory
- Cross-selling
- Business Development
- Communication
- Interpersonal Skills