MGR/AVP, Client Advisor - Privilege Banking (Bangsar)
UOB · Bangsar (City Area)
Full-timeonsitemidSalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves acquiring and cultivating relationships with high-net-worth clients to enhance customer engagement and generate revenue. The successful candidate will manage key client relationships, offering financial advice and matching bank products to investment needs. This position requires proactively identifying business opportunities and driving strong wealth revenue performance.
หน้าที่ความรับผิดชอบ / Responsibilities
- Acquire and develop relationships with high-net-worth clients to increase revenue
- Manage existing and potential client relationships, providing financial advice
- Analyze client financial needs and align 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 support overall strategy
คุณสมบัติ / Qualifications
- Experience in financial services, serving high-net-worth clients
- High degree of integrity and professionalism
- Strong customer relationship management abilities
- Excellent communication and interpersonal skills
- Dynamic, results-oriented, and self-motivated
ทักษะที่ต้องการ / Required skills
- Client Relationship Management
- Financial Advisory
- Wealth Management
- Cross-selling
- Communication
- Interpersonal Skills