AVP, Client Advisor - Privilege Banking (Bangsar)

UOB

Kuala Lumpur

On-site

MYR 120,000 - 240,000

Full time

14 days+

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Job summary

United Overseas Bank Limited (UOB) is seeking a Relationship Manager in Kuala Lumpur to acquire and nurture relationships with high net worth customers, strengthening client relationships and driving revenue. You will analyze financial needs and align bank offerings to grow investment opportunities, while cross-selling other banking products and enhancing the client experience.

The role emphasizes integrity, strong communication, and self-motivation to achieve wealth revenue targets and client

Qualifications

  • Experience in the Financial Services industry, servicing high net worth 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

Responsibilities

  • Acquire and nurture relationships with high net worth customers to strengthen relationships and generate revenue.
  • Analyze customers' financial requirements and match with the bank's product offerings to grow mutually beneficial banking investment opportunities.
  • Proactively cross-sell other banking products and services.
  • Deliver on wealth revenue performance results, client growth, product penetration and position client experience.

Skills

Communication skills
Interpersonal skills
Client relationship management
Self-motivated

Job description

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America.

In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

Acquire and nurture relationships with a group of high net worth 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.

Job Requirements
  • Experience in the Financial Services industry, servicing high net worth 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
Additional Requirements

Be a Part Of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications.

If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America.

In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

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