Relationship Advisor – Banking & Investments

2201 United Overseas Bank (Malaysia) Bhd; Kuala Lumpur; On-site; MYR 56,000 - 100,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd in Kuala Lumpur seeks a Personal Banker to promote a wide range of banking products and services to potential clients. You will manage existing and new relationships, and provide sound financial guidance to grow clients' portfolios.

The role emphasizes cross-selling, high integrity, and excellent communication, with a client-centric approach to meet financial goals and bank investment opportunities.

Qualifications

• Experience in the Financial Services industry, preferably as a personal banker.
• Sales experience is encouraged.
• High integrity and professionalism with strong customer relationships.
• Excellent communication and interpersonal skills.

Responsibilities

• Promote a wide range of banking products to potential clients.
• Manage relationships with existing and prospective customers and provide sound financial advice.
• Analyse customers' financial needs and match with bank offerings to grow investment opportunities.
• Cross-sell other banking products and services.

Skills

Sales experience

Customer relationship management

Communication skills

Interpersonal skills

Integrity and professionalism

Self-motivated

Financial services knowledge

Portfolio upselling

Job description

2201 United Overseas Bank (Malaysia) Bhd in Kuala Lumpur seeks a Personal Banker to promote a wide range of banking products and services to potential clients. You will manage existing and new relationships, and provide sound financial guidance to grow clients' portfolios.

The role emphasizes cross-selling, high integrity, and excellent communication, with a client-centric approach to meet financial goals and bank investment opportunities.