MGR - VP, Client Advisor
UOB · City Square (City Area)
Full-timeonsitemidSalesSales
รายละเอียดงาน / Description
Based in Singapore, this role involves managing and expanding relationships with high-net-worth clients to drive revenue growth. The successful candidate will provide expert financial advice, aligning bank products with client investment needs. This position requires proactively identifying business opportunities and cross-selling various banking services to achieve strong wealth performance and enhance client experience.
หน้าที่ความรับผิดชอบ / Responsibilities
- Acquire and cultivate relationships with high-net-worth customers
- Manage client relationships and offer financial advice for portfolio expansion
- Analyze client needs and match them with suitable bank products
- Proactively cross-sell other banking products and services
- Achieve strong wealth revenue, client growth, and product penetration targets
- Identify business opportunities to align with overall strategy
คุณสมบัติ / Qualifications
- Experience in the financial services sector, serving high-net-worth clients
- High level 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
- Cross-selling
- Investment Products
- Communication
- Interpersonal Skills