AVP, Client Advisor - Privilege Banking (Sibu)
UOB · Sibu (City Area)
Full-timeonsiteSalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves managing and expanding relationships with high-net-worth clients within the Privilege Banking segment. The successful candidate will provide financial advice, align bank products with client investment needs, and drive revenue growth. This position requires a proactive approach to identifying business opportunities and ensuring a strong client experience.
หน้าที่ความรับผิดชอบ / Responsibilities
- Acquire and develop relationships with high-net-worth customers
- Manage client relationships and provide financial advice for portfolio expansion
- Analyze client needs and match them with suitable banking products
- Proactively cross-sell various banking products and services
- Achieve wealth revenue targets and client growth
- Identify business opportunities aligned with strategy
คุณสมบัติ / Qualifications
- Experience in financial services, serving high-net-worth clients
- High degree of integrity and professionalism
- Strong customer relationship management skills
- Excellent communication and interpersonal abilities
- Dynamic, results-oriented, and self-motivated
ทักษะที่ต้องการ / Required skills
- Client Relationship Management
- Financial Advisory
- Wealth Management
- Cross-selling
- Business Development
- Interpersonal Skills
- Communication