Client Advisor, Privilege Banking (Miri) | United Overseas Bank (Malaysia) Bhd

Job Responsibilities:

  • 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.

Job Requirements

  • A recognised Degree in Finance / Business or any equivalent qualification.
  • Minimum 4 years of relevant working experience in the Financial Services industry, servicing high networth clientele.
  • Candidates with STPM / Certificate / Diploma must have a minimum of 5 years of relevant working experience in the Financial Services industry
  • Has a high degree of integrity and professionalism, and strong customer relationship management skill.
  • Strong communication and interpersonal skills Dynamic, result driven and self motivated.
  • Bumiputra candidates are encouraged to apply.

Source: https://www.jobstreet.com.my/en/job/client-advisor-privilege-banking-miri-4023630?fr=21&searchRequestToken=fb49fe9e-24b6-49f6-cc32-e90219a753be&sectionRank=16