Relationship Officer-PV
UOB · Damansara Uptown (City Area)
Full-timeonsitejuniorSalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role provides dedicated client servicing and administrative support to Relationship Managers in consumer banking. The position involves managing customer requests, processing daily banking transactions, ensuring regulatory compliance, and preparing sales documentation. Additionally, you will coordinate customer engagement initiatives and assist with cross-selling wealth, deposit, and lending solutions to meet client needs.
หน้าที่ความรับผิดชอบ / Responsibilities
- Serve as a primary contact for customer inquiries, service requests, and post-meeting follow-ups
- Deliver administrative assistance to Relationship Managers including meeting preparation and pipeline tracking
- Accurately process customer transactions, account openings, investment subscriptions, and servicing requests
- Adhere strictly to internal control procedures, compliance standards, and KYC documentation guidelines
- Compile regular sales reports, client segmentation data, and pipeline metrics for management
- Coordinate client engagement campaigns, wealth events, and consumer banking product referrals
คุณสมบัติ / Qualifications
- Strong understanding of consumer banking products such as deposits, wealth management, and loans
- Familiarity with banking compliance standards, internal controls, and KYC documentation
- Excellent communication, interpersonal, and customer servicing skills
- High attention to detail with proven ability to handle operational and administrative workflows
- Capability to multitask and coordinate effectively with internal cross-functional teams
ทักษะที่ต้องการ / Required skills
- Customer Service
- Consumer Banking
- KYC
- Sales Coordination
- Banking Operations
- Administrative Support
ทักษะเพิ่มเติม / Nice to have
- Wealth Management
- Bancassurance
- Compliance