MGR/AVP Relationship Manager - Wealth Banking (Jalan Pudu)
UOB · Jalan Pudu (City Area)
Full-timeonsitemidSalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves managing and expanding a portfolio of high-value individual or corporate clients. The successful candidate will build strong relationships, provide tailored financial solutions, and proactively identify new business opportunities. This position requires a deep understanding of client needs to offer expert advice and ensure compliance with regulatory frameworks.
หน้าที่ความรับผิดชอบ / Responsibilities
- Cultivate strong, lasting relationships with clients, understanding their financial goals
- Identify and pursue new business, cross-selling banking products and services
- Analyze financial needs and provide expert advice on suitable solutions
- Prepare proposals and negotiate terms for new business acquisition
- Monitor client portfolios and provide updates on market trends
- Collaborate with internal teams to deliver comprehensive client solutions
คุณสมบัติ / Qualifications
- Bachelor's degree in Business, Finance, Economics, or related field
- 3-5 years of relationship management experience in banking or financial services
- Proven track record of achieving sales targets and growing client portfolios
- Strong understanding of banking products, services, and financial markets
- Excellent communication, interpersonal, and presentation skills
- High level of integrity and commitment to ethical conduct
ทักษะที่ต้องการ / Required skills
- Relationship Management
- Sales
- Financial Analysis
- Negotiation
- Client Portfolio Management
- Compliance
- Microsoft Office
ทักษะเพิ่มเติม / Nice to have
- FIMM
- PCE
- CEILI