Manager, Relationship Manager, Wealth Banking
1 month ago
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 targets 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
Tell employers what skills you have
Wealth Management
Customer Relationship
Referrals
Microsoft Excel
Financial Planning
Wealth
Loans
Data Entry
Adaptability
Compliance
Rendering
Banking
Financial Advisory
Regulatory Requirements
Financial Services
Customer Service Experience
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