Mgr/AVP, Relationship Manager - Wealth Banking (Northern)
UOB · Alor Setar (City Area)
Full-timeonsitemidSalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves promoting and selling a diverse range of banking products and services, including investments and insurance, 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 focuses on expanding client portfolios and proactively cross-selling additional banking solutions.
หน้าที่ความรับผิดชอบ / Responsibilities
- Market and promote various banking products and services
- Manage relationships with existing and prospective clients
- Provide financial advice for portfolio expansion
- Analyze client needs and match with bank offerings
- Proactively cross-sell other banking products
คุณสมบัติ / Qualifications
- Experience in the financial services industry, preferably as a personal banker
- 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
ทักษะเพิ่มเติม / Nice to have
- Personal Banking
- Wealth Management
- Investment Products
- Insurance Products