MGR/AVP, Relationship Manager - Wealth Banking (KK)
UOB · Kota Kinabalu (City Area)
Full-timeonsiteOtherSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves promoting and selling a diverse range of banking products and services, including investments, insurance, and deposits, to potential clients with significant assets under management. The successful candidate will manage key customer relationships, offering financial advice and aligning bank offerings with client investment needs. This position requires a proactive approach to cross-selling and expanding customer portfolios.
หน้าที่ความรับผิดชอบ / Responsibilities
- Market and promote a variety of banking products and services to new clients
- Manage relationships with existing and potential customers
- Provide financial advice for effective wealth management
- Analyze customer needs and match them with suitable bank offerings
- Proactively cross-sell additional banking products
คุณสมบัติ / Qualifications
- Experience in the financial services industry, preferably as a personal banker
- Previous sales experience is encouraged
- High degree of integrity and professionalism
- Strong customer relationship management skills
- Excellent communication and interpersonal abilities
- Dynamic, results-driven, and self-motivated
ทักษะที่ต้องการ / Required skills
- Sales
- Customer Relationship Management
- Financial Services
- Communication
- Interpersonal Skills
- Integrity
- Professionalism
ทักษะเพิ่มเติม / Nice to have
- Wealth Management
- Investment Products
- Insurance Products
- Unit Trusts