Wealth Relationship Advisor

UOB; Johor; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading bank in Asia is seeking a relationship manager in Johor to acquire and cultivate relationships with high net worth clients. The successful candidate will provide financial advice, cross-sell banking products, and drive strong revenue performance. Ideal applicants should possess a Bachelor’s degree in Accountancy or Business and have experience in the Financial Services industry, demonstrating excellent communication and relationship management skills.

Qualifications

• Experience in the Financial Services industry, servicing high net worth clientele.
• Strong customer relationship management skill is essential.
• Ability to communicate effectively and build rapport with clients.

Responsibilities

• Acquire and nurture relationships with high net worth customers.
• Manage relationships and provide advice for effective finance management.
• Analyze customers' financial needs and match them with product offerings.
• Proactively cross-sell banking products and services.
• Deliver strong wealth revenue performance and client growth.

Skills

Customer relationship management

Strong communication

Interpersonal skills

Integrity and professionalism

Dynamic and result-driven

Education

University-Bachelor - Accountancy & Business

Job description

A leading bank in Asia is seeking a relationship manager in Johor to acquire and cultivate relationships with high net worth clients. The successful candidate will provide financial advice, cross-sell banking products, and drive strong revenue performance. Ideal applicants should possess a Bachelor’s degree in Accountancy or Business and have experience in the Financial Services industry, demonstrating excellent communication and relationship management skills.