MGR -VP, Client Advisor (Bakri)
UOB · Bakri (City Area)
Full-timeonsitemidSalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves cultivating and expanding relationships with high-net-worth clients, focusing on wealth management and financial advisory. The successful candidate will analyze client needs to align them with suitable banking products and investment opportunities. This position requires proactive engagement to drive revenue growth, enhance client experience, and achieve business objectives.
หน้าที่ความรับผิดชอบ / Responsibilities
- Acquire and develop relationships with high-net-worth customers
- Manage existing client relationships and provide financial advice
- Analyze client financial needs and match with bank products
- Proactively cross-sell various banking products and services
- Achieve wealth revenue targets and client growth
- Identify business opportunities aligned with strategy
คุณสมบัติ / Qualifications
- Experience in financial services, serving high-net-worth clients
- High integrity and professionalism
- Strong customer relationship management skills
- Excellent communication and interpersonal abilities
- Dynamic, results-oriented, and self-motivated
ทักษะที่ต้องการ / Required skills
- Client Relationship Management
- Financial Advisory
- Wealth Management
- Cross-selling
- Investment Products
- Financial Services
- Communication
- Interpersonal Skills