AVP, Client Advisor (Kepong)

Job Summary

The Client Advisor at United Overseas Bank (Malaysia) Bhd is responsible for building and maintaining strong relationships with clients, providing comprehensive financial advice, and offering tailored banking solutions to meet their individual needs and financial goals.

Job Responsibilities

• Proactively engage with existing and prospective clients to understand their financial objectives, risk appetite, and investment horizons.
• Provide expert advice on a range of banking products and services, including deposits, loans, investments, insurance, and wealth management solutions.
• Develop and implement personalized financial plans and strategies for clients, ensuring alignment with their evolving needs.
• Identify opportunities to cross‑sell and up‑sell suitable products and services, contributing to the growth of the bank’s client portfolio.
• Conduct regular reviews of client portfolios and provide timely updat...