Mgr/avp, Client Advisor - Privilege Banking (jalan Ampang)

UOB

Jalan Ampang, City Area, MY
High networth client servicing
Customer relationship management
Financial portfolio expansion
Acquire and nurture relationships with a group of high networth customers with the objective of strengthening customer relationship and generating revenue

Job Summary

  • Acquire and nurture relationships with a group of high networth customers with the objective of strengthening customer relationship and generating revenue.
  • Analyse and match customers’ financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities.
  • Proactively identify business opportunities to drive performance in line with overall business strategy.

Matching Summary

Acquire and nurture relationships with a group of high networth customers with the objective of strengthening customer relationship and generating revenue.

Skills & Requirements

Must-have

  • High networth client servicing
  • Customer relationship management
  • Financial portfolio expansion
  • Cross-selling banking products
  • Wealth revenue performance

Nice-to-have

  • Strong communication skills
  • Dynamic and result driven
  • Self motivated
  • High degree of integrity and professionalism

Key Requirements

  • Experience in Financial Services industry
  • Servicing high networth clientele

Work Rights

Not specified

Tailored Resume

Cover Letter