UOB
Banking
WBRelationshipManager(WealthBanking)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“WB Relationship Manager (Wealth Banking) at UOB. Skills: Relationship Management, Financial Planning, Investment Advisory. Fact finding and KYC customers. Presenting product solutions according to customer needs”
What You'll Achieve.
Achieve high level of customer satisfaction and retention.
Industry & Context.
Checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank’s policy.
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., Certificate for Single License, Life and Non-Life License.
Nice to Have
Experienced in RM, knowledge in Mutual Fund products is preferred., Knowledge of financial instruments, credit and business analysis, industry analysis.
What You'll Do.
Fact finding and KYC customers
Presenting product solutions according to customer needs
Provide professional financial advice and customer service
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
Advise 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
Full Job Description
**About UOB** United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers. **Job Description** **Job Description** * Passionately to fact finding and KYC customers, in order to present the right product solutions according to the customers’ needs * Provide truly professional financial advice and customer service to 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. **Qualification** * 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. * Experienced in RM, knowledge in Mutual Fund products is preferred. * Knowledge of financial instruments, credit and business analysis, industry analysis. * Strong interpersonal and communication skills. * Good command of English. * 2-4 years work experience for Junior position. * 4-8 years work experience for Senior position. * Certificate for Single License, Life and Non-Life L
Applying for this WB Relationship Manager (Wealth Banking) role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about UOB?
Real rants from real employees. Read before you apply.