Relationship Manager

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Job Overview

Relationship Manager

Job Description

You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB’s mass-affluent customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.

    • Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB’s clients
    • Develop and deepen relationships with clients who have been assigned to you
    • Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)


      • A recognised university degree
      • At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors
      • experienced candidates would be considered for a more senior position
      • Good knowledge of wealth management & investment products
      • Results-oriented, dynamic and self-driven
      • Competent in engaging and managing internal and external clients
      • Proven ability to exceed sales target
      • Resourceful and able to work with minimal supervision
      • Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A HI)


More Info
      • Business Function: Wealth Banking
      • Department: Wealth Banking
      • Client Segment: Consumer, Affluent, HNW/li>


Application Procedure



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Job Detail
  • QualificationBachelor's Degree
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