Client Advisor
UOB · Jalan Kelawei (City Area)
Full-timeonsiteOtherSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves cultivating and expanding relationships with high-net-worth clients to drive revenue growth. The successful candidate will provide expert financial advice, aligning bank products with client investment needs for mutual benefit. This position requires proactive engagement to identify business opportunities and achieve strong wealth performance results.
หน้าที่ความรับผิดชอบ / Responsibilities
- Acquire and nurture relationships with high-net-worth clients
- Manage existing and potential client relationships, offering financial advice
- Analyze client needs and match them with suitable bank products
- Proactively cross-sell various banking products and services
- Achieve strong wealth revenue, client growth, and product penetration targets
- Identify business opportunities to drive performance
คุณสมบัติ / Qualifications
- Experience in the financial services sector, serving high-net-worth clients
- High degree of integrity and professionalism
- Strong customer relationship management abilities
- Excellent communication and interpersonal skills
- Dynamic, results-driven, and self-motivated
ทักษะที่ต้องการ / Required skills
- Client Relationship Management
- Financial Advisory
- Wealth Management
- Sales
- Communication
- Interpersonal Skills