AVP, Client Advisor (Jalan Ampang)
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
Job Summary**
As a Client Advisor at United Overseas Bank (Malaysia) Bhd, you will be responsible for building and maintaining strong relationships with a portfolio of individual and corporate clients, providing expert financial advice and solutions tailored to their needs, and contributing to the bank's growth and profitability.
Job Responsibilities**
* Manage and grow a portfolio of high-net-worth individual and/or corporate clients.
* Proactively identify client financial needs and provide suitable banking products and services, including investments, loans, deposits, and wealth management solutions.
* Conduct thorough financial assessments and risk profiling to develop personalized financial plans for clients.
* Stay updated on market trends, economic developments, and regulatory changes to provide informed advice.
* Achieve sales targets and contribute to the bank's overall business objectives.
* Ensure compliance with all internal policies, procedures, and external regulatory requirements.
* Collaborate with internal stakeholders and product specialists to deliver comprehensive client solutions.
* Maintain accurate client records and documentation.
* Act as a primary point of contact for client inquiries and provide excellent customer service.
Job Qualifications**
* Bachelor's degree in Business, Finance, Economics, or a related field.
* Minimum of 3-5 years of experience in client relationship management within the banking or financial services industry, preferably with a focus on wealth management or corporate banking.
* Proven track record of achieving sales targets and building strong client relationships.
* In-depth knowledge of financial products, investment instruments, and banking services.
* Strong analytical, problem-solving, and decision-making skills.
* Excellent communication, interpersonal, and presentation skills.
* Ability to work independently and as part of a team in a fast-paced environment.
* Relevant professional certifications (e.g., FIMM, PCE, CUTE, TBE) are highly advantageous.
* Proficiency in English and Bahasa Malaysia; ability to speak other local dialects is a plus.
Additional Requirements
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