AVP, Client Advisor - Privilege Banking (Klang)

2201 United Overseas Bank (Malaysia) Bhd; Klang City; On-site; MYR 90,000 - 170,000; Full time

Job summary

UOB United Overseas Bank Limited (UOB) is seeking a Wealth Relationship Manager to acquire and nurture relationships with a portfolio of high net worth customers, strengthening client trust and growing revenue.

You will analyse clients’ financial needs, match offerings to their investment objectives, proactively cross-sell banking products, and deliver sound advice to drive portfolio expansion and mutual success.

Qualifications

• 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

Responsibilities

• Acquire and nurture relationships with a group of high networth customers to grow revenue.
• Manage key relationships and provide sound financial advice for portfolio growth.
• Analyse customers' financial needs and match with suitable bank products.
• Cross-sell banking products and services to achieve revenue targets.
• Identify opportunities to drive performance aligned to business strategy.

Skills

Financial services experience

Client relationship management

Communication skills

Self-motivation

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 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.

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.

JOB 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

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.