Client Advisor (Batu Pahat)
UOB · Batu Pahat (City Area)
Full-timeonsiteSalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves managing and expanding relationships with high-net-worth clients to drive revenue growth. The advisor will analyze client financial needs, offer suitable banking products and investment solutions, and proactively cross-sell services. Success in this position requires strong wealth revenue performance, client growth, and product penetration.
หน้าที่ความรับผิดชอบ / Responsibilities
- Acquire and develop relationships with high-net-worth clients
- Manage client relationships and provide financial advice
- Match client needs with suitable banking products and investments
- Proactively cross-sell various banking products and services
- Achieve strong wealth revenue and client growth targets
- Identify business opportunities aligned with strategy
คุณสมบัติ / Qualifications
- Experience in financial services, serving high-net-worth clients
- High degree of integrity and professionalism
- Strong customer relationship management skills
- Excellent communication and interpersonal abilities
- Dynamic, results-driven, and self-motivated
- University degree in Accountancy or Business
ทักษะที่ต้องการ / Required skills
- Client Relationship Management
- Financial Advisory
- Wealth Management
- Cross-selling
- Communication
- Interpersonal Skills