Responsible for managing and growing a portfolio of high-value individual or corporate clients, fostering strong relationships, and providing tailored financial solutions to meet their needs
Job Summary
Responsible for managing and growing a portfolio of high-value individual or corporate clients, fostering strong relationships, and providing tailored financial solutions to meet their needs.
Collaborate with internal stakeholders, including product specialists, credit analysts, and legal teams, to deliver comprehensive client solutions while ensuring compliance with all internal policies and regulatory frameworks.
UOB is an equal opportunity employer committed to ethical conduct and long-term success, encouraging applicants to apply and make a difference.
Matching Summary
Responsible for managing and growing a portfolio of high-value individual or corporate clients, fostering strong relationships, and providing tailored financial solutions to meet their needs.
Skills & Requirements
Must-have
Relationship management
Financial needs analysis
Cross-selling banking products
Client portfolio monitoring
Regulatory compliance
Negotiation and presentation skills
Microsoft Office proficiency
Nice-to-have
Strong communication skills
Team collaboration
Problem-solving abilities
High integrity and ethical conduct
Industry trend awareness
Key Requirements
Bachelor's degree in Business Administration, Finance, Economics or related field
3-5 years experience in banking relationship management
Proven sales track record
Relevant professional certifications (e.g., FIMM, PCE, CEILI)
Ability to work independently and in a fast-paced team environment