VP, Senior Wealth & Client Relationship Advisor

United Overseas Bank; Seberang Perai; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial institution seeks a talented individual for a role focused on acquiring and nurturing relationships with high net worth clients. You will manage key relationships, offer tailored financial advice, and proactively cross-sell banking products. Ideal candidates possess strong customer relationship management skills, and experience in the Financial Services industry. The role emphasizes integrity, communication skills, and proactive identification of business opportunities.

Qualifications

• Experience in the Financial Services industry, servicing high net worth clientele.
• A high degree of integrity and professionalism.
• Strong customer relationship management skill.

Responsibilities

• Acquire and nurture relationships with high net worth customers.
• Manage key relationships and provide sound financial advice.
• Analyze customers' financial requirements and match them with bank products.
• Proactively cross-sell banking products and services.
• Deliver on wealth revenue performance results and client growth.
• Identify business opportunities in line with business strategy.

Skills

Customer relationship management

Strong communication

Interpersonal skills

Dynamic and result driven

Job description

A leading financial institution seeks a talented individual for a role focused on acquiring and nurturing relationships with high net worth clients. You will manage key relationships, offer tailored financial advice, and proactively cross-sell banking products. Ideal candidates possess strong customer relationship management skills, and experience in the Financial Services industry. The role emphasizes integrity, communication skills, and proactive identification of business opportunities.