MGR-AVP, Client Advisor (Greater Kuala Lumpur)

Reposted 21 Days Ago
Be an Early Applicant
The Ara Bangsar, Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, MYS
In-Office
Junior
Financial Services
The Role
The Client Advisor will manage relationships with high net-worth customers, provide financial advice, and actively cross-sell banking products to drive revenue and client growth.
Summary Generated by Built In
Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

  • 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 strong wealth revenue performance results, client growth, product penetration and position client experience

  • Proactively identify business opportunities to drive performance in line with overall business strategy

Additional Requirements

Develop, Engage, Execute, Strategise

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

Apply now and make a Difference

Skills Required

  • Experience in managing high net-worth customer relationships
  • Strong knowledge of banking products and financial services
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The Company
25,000 Employees
Year Founded: 1935

What We Do

We’re here to do Right By You. At UOB, we aspire to build a better future for the people and businesses in the region. Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN. We create solutions tailored to your unique needs through data and relationship-led insights. Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN. We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies. This is how we stay committed to forging a sustainable future for generations to come. Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia

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