The role focuses on growing the portfolio of high network individuals through soliciting business, cold calls, and lead generation
Job Summary
The role focuses on growing the portfolio of high network individuals through soliciting business, cold calls, and lead generation.
Candidates must implement sales strategies to deepen existing relationships, manage attrition, and cross-sell banking products to increase total portfolio value.
UOB is a leading bank in Asia with over 80 years of history guided by values of being honorable, enterprising, united, and committed.
Matching Summary
The role focuses on growing the portfolio of high network individuals through soliciting business, cold calls, and lead generation.
Skills & Requirements
Must-have
Bachelor's degree or equivalent experience
Minimum three years financial services experience
Experience with high net worth clients
Strong sales orientation and networking skills
Knowledge of AML/CFT compliance regulations
Nice-to-have
Privileges Banking experience
Wealth management expertise
Client driven service focus
Strong interpersonal communication skills
Excellent understanding of financial planning
Key Requirements
Bachelor's degree required
3+ years progressive financial services experience