Client Advisor
UOB
Posted
yesterday
Penang, Penang
Remote
MYR 8K
Mid Level
Full Time
Sema Summary
The AVP, Client Advisor role at UOB is designed for candidates with experience in privilege banking and client management. The individual will focus on advising high-net-worth clients, building strong relationships, and providing tailored financial solutions. This full-time position is hybrid, allowing for a blend of in-office and remote work. Candidates should possess a solid understanding of banking and financial products along with effective communication skills.
About Company
UOB is a premier bank in Asia that provides a wide range of financial services, focusing on customer needs and building long-lasting relationships.
Core Requirements
- Bachelor's degree in Finance or related field
- Experience in privilege banking
- Strong client relationship skills
- Knowledge of financial products
- Proven ability to achieve sales targets
Responsibilities
- Advise high-net-worth clients on financial products
- Manage and grow client portfolio
- Develop customized financial strategies
- Collaborate with internal teams for client solutions
- Conduct regular client reviews
- Identify new business opportunities
- Ensure compliance with regulatory requirements
Must Have skills
Nice To Have Skills
Tools Knowledge Requried
Job Keywords
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