MGR - VP, Client Advisor

UOB; Johor; On-site; MYR 60,000 - 90,000; Full time

Job summary

UOB in Johor, Malaysia is seeking a motivated individual to manage relationships with high net worth customers, offering tailored financial advice and promoting banking products. The ideal candidate will have experience in financial services and a high degree of professionalism.

Responsibilities include acquiring and managing customer relationships, analyzing financial needs, and driving revenue performance. Skills in communication and customer relationship management are essential. This role promises a rewarding opportunity to grow within a dynamic banking environment.

Qualifications

• Experience in the financial services industry, servicing high net worth clientele.
• A high degree of integrity and professionalism.
• Strong communication and interpersonal skills.

Responsibilities

• Acquire and nurture relationships with high net worth customers.
• Manage relationships and provide financial advice.
• Analyse and match customers’ financial requirements with bank offerings.
• Proactively cross-sell banking products and services.
• Deliver strong wealth revenue performance results.
• Identify business opportunities to drive performance.

Skills

Customer relationship management

Strong communication skills

Dynamic and self-motivated

Job description

Overview

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.

Responsibilities

• Acquire and nurture relationships with a group of high net worth customers with the objective of strengthening customer relationships 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 and 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.

Qualifications

• Experience in the financial services industry, servicing high net worth clientele.
• A high degree of integrity and professionalism, and strong customer relationship management skills.
• Strong communication and interpersonal skills.
• Dynamic, result driven and self-motivated.

Additional Information

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.