The Relationship Manager is responsible for managing and growing a portfolio of high-value clients by providing tailored banking solutions to deepen customer relationships and achieve business targets
Job Summary
The Relationship Manager is responsible for managing and growing a portfolio of high-value clients by providing tailored banking solutions to deepen customer relationships and achieve business targets.
The role involves proactively identifying client needs, preparing financial proposals, monitoring market trends, and collaborating with internal departments to ensure seamless client service.
UOB is an equal opportunity employer committed to fair employment practices and encourages applicants to request accommodations during the recruitment process.
Matching Summary
The Relationship Manager is responsible for managing and growing a portfolio of high-value clients by providing tailored banking solutions to deepen customer relationships and achieve business targets.
Skills & Requirements
Must-have
Relationship management
Financial needs analysis
Banking products and services
Sales target achievement
Client portfolio management
Risk assessment
CRM system usage
Nice-to-have
Strong financial acumen
Excellent communication skills
Team collaboration
Knowledge of local market conditions
Regulatory compliance awareness
Proficiency in Microsoft Office Suite
Key Requirements
3-5 years relationship management experience
Experience in banking or financial services
Proven sales track record
Knowledge of lending, deposits, investments, wealth management
Relevant professional certifications (e.g., FIMM, PCE, CUTE, TBE)