Onsite AVP, Client Advisor – East Malaysia

Posted 22 minutes ago

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About the role

  • Client Advisor managing relationships with high net worth clients at UOB. Responsible for customer acquisition, portfolio management, and revenue generation strategies.

Responsibilities

  • Acquire and nurture relationships with a group of high networth customers with the objective of strengthening customer relationship and generating revenue
  • Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion
  • 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 cross-sell other banking products and services
  • Deliver on strong wealth revenue performance results, client growth, product penetration and position client experience
  • Proactively identify business opportunities to drive performance in line with overall business strategy

Requirements

  • Experience in the Financial Services industry, servicing high networth clientele
  • A high degree of integrity and professionalism, and strong customer relationship management skill
  • Strong communication and interpersonal skills
  • Dynamic, result driven and self motivated

Benefits

  • Equal opportunity employer
  • Accommodations available for recruitment process

Job title

AVP, Client Advisor – East Malaysia

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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