UOB
Banking
MGRAVP,ClientAdvisor(GreaterKualaLumpur)
“MGR-AVP, Client Advisor (Greater Kuala Lumpur) at UOB. Skills: Client acquisition and nurturing, Financial advisory, Revenue generation. Acquire and nurture relationships with high networth customers. Manage key relationships with existing and potential customers”
What You'll Achieve.
Strengthening customer relationship; Generating revenue; Portfolio expansion; 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.
Analyze and match customers’ financial requirements with the bank's product offerings
What They're Looking For.
Must Have
Acquire and nurture relationships with a group of high networth customers, Manage key relationships with existing and potential customers, Deliver on wealth revenue performance results, client growth, product penetration and position client experience
What You'll Do.
Acquire and nurture relationships with high networth customers
Manage key relationships with existing and potential customers
Provide sound advice in the effective management of their finances
Analyze and match customers’ financial requirements with the bank's product offerings
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
How You'll Work.
Communication Scope
Provide sound advice
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