Wb Branch Relationship Manager

UOB Group

Client portfolio management
Financial advisory skills
Investment product knowledge
Responsible for developing new clients within assigned territory and managing client portfolios to achieve business targets

Job Summary

  • Responsible for developing new clients within assigned territory and managing client portfolios to achieve business targets.
  • Provide truly professional financial advice and customer service to achieve high level of customer satisfaction and retention.
  • Build customer’s wealth through Bank Investment and Insurance products.

Matching Summary

Responsible for developing new clients within assigned territory and managing client portfolios to achieve business targets.

Skills & Requirements

Must-have

  • Client portfolio management
  • Financial advisory skills
  • Investment product knowledge

Nice-to-have

  • Strong interpersonal skills
  • Customer satisfaction focus
  • Team collaboration

Key Requirements

  • Master’s degree in M.B.A.
  • 2-8 years of experience in Banking
  • Certificate for Single License

Work Rights

Not specified

Tailored Resume

Cover Letter