Wealth Relationship Manager | Portfolio Growth Advisor

2201 United Overseas Bank (Malaysia) Bhd; Kepong; Sur place; MYR 45 000 - 67 000; Plein temps

Résumé du poste

2201 United Overseas Bank (Malaysia) Bhd is seeking a Personal Banker to promote a broad suite of retail banking products and services to clients with investable assets of > RM100k. You will build and manage key client relationships and offer sound financial guidance to support portfolio growth.

The role requires experience in financial services, strong communication and relationship skills, and a proactive, sales-oriented mindset.

Qualifications

• Experience in the Financial Services industry, preferably experience as a personal banker.
• Candidates with any sales experience are encouraged to apply.
• A high degree of integrity and professionalism, and strong customer relationship management skill.
• Strong communication and interpersonal skills.
• Dynamic, result driven and self motivated.

Responsabilités

• Market and promote a wide range of banking products to potential clients with a starting AUM of > 100k to 499k.
• Manage key relationships with existing and potential customers.
• Provide sound financial advice to grow mutually beneficial banking investment opportunities.
• Cross-sell other banking products and services.

Connaissances

Financial services

Sales experience

Customer relationships

Communication skills

Interpersonal skills

Integrity

Professionalism

Results-driven

Self-motivated

Description du poste

2201 United Overseas Bank (Malaysia) Bhd is seeking a Personal Banker to promote a broad suite of retail banking products and services to clients with investable assets of > RM100k. You will build and manage key client relationships and offer sound financial guidance to support portfolio growth.

The role requires experience in financial services, strong communication and relationship skills, and a proactive, sales-oriented mindset.