AVP/VP, Client Advisor (Kepong)
UOB · Kepong (City Area)
Full-timeonsiteseniorFinanceSales
รายละเอียดงาน / Description
Based in Malaysia, this advisory role at UOB focuses on delivering tailored financial strategies and banking services to individuals. You will nurture strong customer relationships by evaluating personal investment targets, offering relevant wealth solutions, and conducting regular portfolio health checks. Additionally, the role involves collaborating with internal specialists to meet compliance standards and exceed customer expectations.
หน้าที่ความรับผิดชอบ / Responsibilities
- Engage with existing and potential clients to understand financial goals and risk appetite
- Provide expert guidance on deposits, loans, investments, insurance, and wealth management
- Create and implement customized financial plans aligned with customer needs
- Identify cross-selling and up-selling opportunities to expand the banking portfolio
- Perform regular portfolio reviews and provide market updates to clients
- Ensure all transactions and advisory practices adhere to internal policies and regulatory standards
คุณสมบัติ / Qualifications
- Bachelor's degree in Finance, Business Administration, Economics, or related discipline
- At least 2 to 3 years of client-facing experience in banking or wealth management
- Demonstrated track record in meeting sales targets and managing client relationships
- Solid understanding of investment products, banking solutions, and financial markets
- Strong analytical, communication, and interpersonal capabilities
- Industry licenses such as PCE, FIMM, or Takaful are advantageous
ทักษะที่ต้องการ / Required skills
- Wealth Management
- Financial Planning
- Client Relationship Management
- Investment Advisory
- Banking Products
ทักษะเพิ่มเติม / Nice to have
- PCE
- FIMM
- Takaful
- Microsoft Office