Posted 3 days ago
Client Advisor - Green Garden
AI Summary
Client Advisor for Green Garden at UOB Malaysia, focused on branch sales and portfolio growth for Privilege Banking clients with investible assets below a given threshold, including product promotion, relationship management, and referrals.
About this role
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
Sales - Privilege Banking is responsible for branch sales and portfolio growth efforts related to various bank products. Requires a license to sell securities and related investment products. Activities include support of promotional activities, enhancing customer relationships, and referring customers to other areas, as appropriate. The Privilege Banking focus specializes in clients with investible assets below a given value that are serviced by the consumer or private bank. Responsible for maximizing revenues, product initiatives, sales, customer satisfaction, and minimizing operational losses, in addition to deepening existing relationships and minimizing customer attrition.
Consumer Banking covers activities related to providing services and products directly to consumers through various business channels. This group includes retail banking, consumer lending, auto finance, small business banking, and related business areas.
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.
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Skills
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