Mgr/AVP, Relationship Manager - Wealth Banking
UOB · Kluang (City Area)
Full-timeonsitemidSalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves managing and expanding relationships with wealth banking clients, promoting a diverse range of banking products and services. The successful candidate will provide financial advice, analyze customer needs, and proactively cross-sell suitable offerings. This position requires a results-driven individual with strong communication and relationship management skills to grow client portfolios.
หน้าที่ความรับผิดชอบ / Responsibilities
- Promote and market a variety of banking products and services to potential clients with significant assets under management.
- Manage and cultivate relationships with existing and prospective customers.
- Offer sound financial advice for effective portfolio management and expansion.
- Analyze customer financial needs to align with suitable bank product offerings.
- Proactively cross-sell additional banking products and services.
คุณสมบัติ / Qualifications
- Experience in the financial services industry, preferably in personal banking.
- Prior sales experience is highly encouraged.
- Demonstrated high integrity and professionalism.
- Strong customer relationship management abilities.
- Excellent communication and interpersonal skills.
- Dynamic, results-oriented, and self-motivated.
ทักษะที่ต้องการ / Required skills
- Sales
- Financial Services
- Customer Relationship Management
- Communication
- Interpersonal Skills
- Wealth Management
ทักษะเพิ่มเติม / Nice to have
- Unit Trusts
- Insurance
- Treasury Investments
- Retail Banking Products