UOB
Banking
OpenhouseInterviewRMWealthBankingPosition(2026)
“Open house Interview RM Wealth Banking Position (2026) at UOB. Skills: Wealth Banking, Relationship Management, Client Portfolio Management, Financial Planning, Investment Advisory. Developing new clients within assigned territory. Managing client portfolios to achieve business targets”
What You'll Achieve.
Achieve business targets; Achieve high level of customer satisfaction and retention
Industry & Context.
Criminal record check
What They're Looking For.
Must Have
Master’s degree in M. B. A. , or Bachelor degree in Marketing, Business Economics, Financial, or related field., Previous 2-8 years of experience in Marketing Planning relationship manager, Banking business will be advantage., 2-4 years work experience for Junior position., 4-8 years work experience for Senior position.
Nice to Have
Experienced in RM, knowledge in Mutual Fund products is preferred., Certificate for Single License, Life and Non-Life License.
What You'll Do.
Developing new clients within assigned territory
Managing client portfolios to achieve business targets
Fact finding and KYC customers
Presenting the right product solutions according to the customers’ needs
Provide truly professional financial advice and customer service
Achieve high level of customer satisfaction and retention
Design financial strategies/plan or investment plan or portfolio model for individual customer
Review and responding to customers changing needs and financial circumstances
Build customer’s wealth through Bank Investment and Insurance products
Work with IC on a wide array of investment products to advise customers on investment opportunities
How You'll Work.
Communication Scope
Good command of English
Applying for this Open house Interview RM Wealth Banking Position (2026) role?
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