Wealth Banking Relationship Manager

United Overseas Bank

Minimum 4 years relationship manager experience
Proven track record in investment sales
Experience handling deposit and insurance products
The role involves understanding client requirements and providing regular updates on financial markets and portfolio performance

Job Summary

  • The role involves understanding client requirements and providing regular updates on financial markets and portfolio performance.
  • Candidates will actively acquire existing clients and manage relationships for corporate and institutional accounts.
  • The position requires conducting financial mapping to analyze risk profiles, asset allocation, and liquidity needs.

Matching Summary

The role involves understanding client requirements and providing regular updates on financial markets and portfolio performance.

Skills & Requirements

Must-have

  • Minimum 4 years relationship manager experience
  • Proven track record in investment sales
  • Experience handling deposit and insurance products
  • Fluency in English Mandarin or Cantonese

Nice-to-have

  • Strong communication and negotiation skills
  • Ability to work with internal asset management teams
  • Interest in cross-border business development

Key Requirements

  • BA Degree and above
  • Minimum 4 years experience as relationship manager
  • Experience in branch distributions
  • Fluent in English, Mandarin, or Cantonese

Work Rights

Not specified

Tailored Resume

Cover Letter