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.
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 a...