Relationship Officer-pv

UOB United Overseas Bank Limited

Not specified; not specified; not specified
High-net-worth client relationship management
Cross-selling banking and investment products
Adherence to kyc/aml regulatory guidelines
The role focuses on managing and growing a portfolio of high-net-worth clients while providing personalized financial solutions

Job Summary

  • The role focuses on managing and growing a portfolio of high-net-worth clients while providing personalized financial solutions.
  • Responsibilities include identifying opportunities to cross-sell investments, insurance, deposits, and loans to meet revenue targets.
  • Candidates must adhere to strict regulatory guidelines and maintain accurate client records to ensure compliance and risk management.

Matching Summary

The role focuses on managing and growing a portfolio of high-net-worth clients while providing personalized financial solutions.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • High-net-worth client relationship management
  • Cross-selling banking and investment products
  • Adherence to KYC/AML regulatory guidelines

Nice-to-have

  • Strong negotiation and interpersonal skills
  • Proactive advisory support mindset
  • Experience with CRM systems and digital tools

Key Requirements

  • Bachelor's degree in Business, Finance, or related field
  • Experience in banking, wealth management, or sales
  • Ability to handle confidential client information professionally

Work Rights

Not specified

Tailored Resume

Cover Letter