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AVP, Client Advisor (Jalan Ampang)
2201 United Overseas Bank (Malaysia) Bhd
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kuala lumpur, Malaysia
Location
kuala lumpur
Posted
June 27, 2026
Commute
Local Area
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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...