UOB
Financial Services
AVP,ClientAdvisor(EastMalaysia)
“AVP, Client Advisor (East Malaysia) at UOB. Skills: client acquisition, client nurturing, relationship management, financial advice, cross-selling. Acquire and nurture relationships with a group of high networth customers with the objective of strengthening customer relationship and generating revenue. Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion”
What You'll Achieve.
strengthening customer relationship; generating revenue; portfolio expansion; grow mutually beneficial banking investment opportunities; wealth revenue performance; client growth; product penetration; position client experience; drive performance in line with overall business strategy
Industry & Context.
What They're Looking For.
Must Have
Experience in the Financial Services industry, servicing high networth clientele, A high degree of integrity and professionalism, customer relationship management skill, communication and interpersonal skills, Dynamic, result driven and self motivated
What You'll Do.
Acquire and nurture relationships with a group of high networth customers with the objective of strengthening customer relationship and generating revenue
Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion
Analyse and match customers’ financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities
Proactively cross-sell other banking products and services
Deliver on wealth revenue performance results
product penetration and position client experience
Proactively identify business opportunities to drive performance in line with overall business strategy
How You'll Work.
Communication Scope
communication; interpersonal skills
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