VP, Client Advisor - Wealth Management for HNW Clients

UOB; Bukit Bakri; On-site; MYR 80,000 - 100,000; Full time

Job summary

UOB, a leading bank in Malaysia located in Bukit Bakri, seeks a Client Advisor to build and maintain relationships with high net worth clients. This role requires a strong background in financial services, excellent customer relationship management skills, and the ability to cross-sell various banking products.

The successful candidate will be dynamic, results-driven, and self-motivated, capable of delivering on performance metrics while fostering client growth.

Qualifications

• Experience in the Financial Services industry serving high net worth clientele.
• Strong customer relationship management skills.
• Dynamic, result-driven and self-motivated individual.

Responsibilities

• Acquire and nurture relationships with high net worth customers.
• Provide advice in managing finances and expand portfolios.
• Cross-sell banking products and services effectively.

Skills

Customer relationship management

Strong communication skills

Financial analysis

Cross-selling

Job description

UOB, a leading bank in Malaysia located in Bukit Bakri, seeks a Client Advisor to build and maintain relationships with high net worth clients. This role requires a strong background in financial services, excellent customer relationship management skills, and the ability to cross-sell various banking products.

The successful candidate will be dynamic, results-driven, and self-motivated, capable of delivering on performance metrics while fostering client growth.