Senior Vice President, Client Relationship Manager
2 months ago
Senior Vice President, Client Relationship Manager
About United Overseas Bank
United Overseas Bank Limited (UOB) stands as a prominent financial institution in Asia, boasting a comprehensive network of over 500 branches and offices across 19 countries and regions in Asia Pacific, Europe, and North America. Our operations in Asia are anchored by our headquarters in Singapore, alongside banking subsidiaries in China, Indonesia, Malaysia, and Thailand, complemented by various branches and offices.
With a legacy exceeding 80 years, we are driven by our core values — Honorable, Enterprising, United, and Committed. These principles guide us in making ethical decisions, fostering future growth, collaborating as a cohesive unit, and pursuing sustainable success. This ethos permeates our interactions with the company, our colleagues, and our clients.
About the Department
The Retail division is dedicated to delivering tailored financial solutions to both Personal and Business Banking customers. We assist them in managing their finances effectively and achieving their financial aspirations through a diverse array of products and services, including deposits, insurance, secured and unsecured loans, as well as investment and wealth advisory services.
Personal Financial Services
Our focus is on designing and offering products and services that enhance our customers' banking experience while maximizing the value they derive from their finances. We are particularly committed to fostering and promoting sound saving and investment habits across generations.
Key Responsibilities
- Engage as part of an elite team of highly skilled financial professionals.
- Receive training in the UOB Privilege Client Engagement Process and take the lead in nurturing and expanding our Privilege Reserve client relationships.
- Deliver financial advisory services along with suitable financial and investment solutions tailored to our affluent and high-net-worth clientele.
- Provide clients with timely insights, recommendations, and advice that align with their specific needs.
- Cultivate and sustain long-term relationships with clients, which is essential for success in this position.
Qualifications
Skills and Experience
- A minimum of 5 to 8 years of pertinent experience within the Banking or Financial sector, particularly in financial and investment product sales.
- Strong understanding of wealth management and investment offerings.
- Self-driven, with a robust sales orientation and enthusiasm.
Education
- At least a recognized degree in a relevant discipline.
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