AVP, Client Advisor, Privilege Banking (Butterworth)
UOB · Butterworth (City Area)
Full-timeonsitemidSalesSales
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 expert financial advice, align banking products with client investment needs, and proactively identify business growth opportunities. This position focuses on driving wealth revenue performance and enhancing the 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 and investments
- Proactively cross-sell various banking products and services
- Achieve strong wealth revenue results and client growth targets
- Identify new business opportunities to support overall strategy
คุณสมบัติ / Qualifications
- Experience in financial services, specifically with high-net-worth clients
- High degree of integrity and professional conduct
- 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
- Sales
- Communication
- Interpersonal Skills