Relationship Manager

1 month ago


Singapore United Overseas Bank Full time

About the Role

As a Relationship Manager at United Overseas Bank, you will be part of a team of highly trained financial professionals responsible for developing and growing our Privilege client relationships. You will provide financial advisory services and appropriate financial and investment solutions and advice to our affluent and high networth clients in various market segments.

Key Responsibilities

  • You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.
  • To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients for various market segments.
  • To provide customers with timely information, advice and recommendations to fit their requirements.
  • Building and maintaining long-term relationships with your clients is a key factor for success in this role.

Requirements

  • A recognized university degree.
  • At least 3 - 8 years of relevant experience in the banking / financial industry, experienced in financial & investment product sales for Junior Client Advisor role.
  • Candidates with at least 5 years of relevant experience will be considered for Senior Client Advisor role.
  • Good knowledge of wealth management & investment products.
  • Self-motivated, with strong sales drive & energy.
  • Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A HI).

About Our Team

At United Overseas Bank, we are committed to delivering exceptional service and building long-term relationships with our clients. Our team is comprised of highly trained financial professionals who are dedicated to providing our clients with tailored financial solutions and advice.



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