Mgr-avp, Client Advisor (kuala Lumpur)

UOB United Overseas Bank Limited

Kuala Lumpur, Malaysia
High net worth customer acquisition
Financial portfolio expansion advice
Cross-selling banking products
The role involves acquiring and nurturing relationships with a group of high networth customers to strengthen relationships and generate revenue

Job Summary

  • The role involves acquiring and nurturing relationships with a group of high networth customers to strengthen relationships and generate revenue.
  • Candidates will analyze and match customers' financial requirements with the bank's product offerings to grow mutually beneficial banking investment opportunities.
  • UOB is an equal opportunity employer that values Honorable, Enterprising, United, and Committed principles in its global operations.

Matching Summary

The role involves acquiring and nurturing relationships with a group of high networth customers to strengthen relationships and generate revenue.

Skills & Requirements

Must-have

  • High net worth customer acquisition
  • Financial portfolio expansion advice
  • Cross-selling banking products

Nice-to-have

  • Strong wealth revenue performance results
  • Client growth and product penetration
  • Strategic business opportunity identification

Key Requirements

  • Experience managing high net worth clients
  • Ability to provide sound financial advice
  • Track record of delivering wealth revenue performance

Work Rights

Not specified

Tailored Resume

Cover Letter