Relationship Manager

UOB
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.

Responsibilities
    • 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)

 

Requirements
      • 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

 

Links

About UOB
Visit UOB
More Jobs from UOB


Jobs Center by Caproasia Online

Jobs Center is a dedicated jobs portal for Wealth & Investment Professionals.  Thousands of qualified Analysts, Wealth Managers, Financial Advisors, Relationship Managers, Private Bankers, Investment Advisors, Treasury Specialists, Portfolio Managers find the latest jobs here and grow their career.

Caproasia Online is an E-Magazine for Wealth & Investment Professionals.  Visit www.caproasia.com

Job Detail
  • QualificationBachelor's Degree
Shortlist Never pay anyone for job application test or interview.