MGR/AVP Relationship Manager - Wealth Banking (Klang)
UOB · Klang (City Area)
Full-timeonsitemidSalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves cultivating and expanding relationships with high-net-worth or corporate clients, offering tailored financial solutions. The manager will analyze financial needs, provide comprehensive advice across various banking products, and ensure client satisfaction. This position requires proactive client acquisition, portfolio growth, and adherence to banking regulations.
หน้าที่ความรับผิดชอบ / Responsibilities
- Acquire new high-net-worth or corporate clients and build a strong pipeline.
- Manage and expand an existing client portfolio, ensuring high satisfaction.
- Conduct financial needs analysis and offer tailored banking solutions.
- Collaborate with internal specialists to deliver integrated services.
- Monitor market trends and regulations to advise clients effectively.
- Prepare proposals, conduct reviews, and manage client expectations.
คุณสมบัติ / Qualifications
- Bachelor's degree in Finance, Business, or a related field.
- At least 1-2 years of relationship management experience in banking.
- Proven success in achieving sales targets and building client relationships.
- Strong understanding of banking products, including investments and wealth management.
- Excellent communication, interpersonal, and presentation abilities.
- Proficiency in English, Mandarin, and Bahasa Malaysia.
ทักษะที่ต้องการ / Required skills
- Relationship Management
- Financial Analysis
- Client Acquisition
- Wealth Management
- Investment Products
- Sales Targets
- Communication
- Interpersonal Skills
- Bahasa Malaysia
- Mandarin
ทักษะเพิ่มเติม / Nice to have
- FIMM License
- SC Licenses