UOB
PersonalBanker/WBRelationshipManager/AffluentClientAdvisor
“Personal Banker / WB Relationship Manager /Affluent Client Advisor at UOB. Skills: 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., 2-4 years work experience for Junior position., 4-8 years work experience for Senior position., Certificate for Single License, Life and Non-Life License.
Nice to Have
Previous 2-8 years of experience in Marketing Planning relationship manager, Banking business will be advantage., Experienced in RM, knowledge in Mutual Fund products is preferred., Knowledge of financial instruments, credit and business analysis, industry analysis.
What You'll Do.
Developing new clients within assigned territory
Managing client portfolios to achieve business targets
Fact finding and KYC customers
Presenting product solutions according to customer needs
Providing professional financial advice and customer service
Designing financial strategies/plan or investment plan or portfolio model for individual customer
Reviewing and responding to customers changing needs and financial circumstances
Building customer’s wealth through Bank Investment and Insurance products
Advising customers on investment opportunities
How You'll Work.
Team & Collaboration
Work with IC on a wide array of investment products
Communication Scope
Good command of English
Applying for this Personal Banker / WB Relationship Manager /Affluent Client Advisor role?
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