The role involves proactively acquiring and retaining a portfolio of high-net-worth individual or corporate clients while providing tailored financial solutions
Job Summary
The role involves proactively acquiring and retaining a portfolio of high-net-worth individual or corporate clients while providing tailored financial solutions.
Candidates must conduct thorough financial analysis and risk assessments to ensure compliance with internal policies and regulatory requirements.
UOB offers an equal opportunity environment where employees are guided by values of being honorable, enterprising, united, and committed.
Matching Summary
The role involves proactively acquiring and retaining a portfolio of high-net-worth individual or corporate clients while providing tailored financial solutions.
Skills & Requirements
Must-have
3-5 years relationship management experience
Bachelor's degree in Business or Finance
Proven track record of achieving sales targets
Nice-to-have
Strong interpersonal and communication skills
Ability to work independently in fast-paced environment
Proficiency in English and Bahasa Malaysia
Key Requirements
Minimum 3-5 years banking experience
Bachelor's degree required
Relevant industry certifications (FIMM, PCE, CUTE, TBE) preferred