Wb Branch Relationship Manager

UOB United Overseas Bank Limited

Not specified; not specified; not specified
Fact finding and kyc customers
Present right product solutions
Provide professional financial advice
The role is responsible for developing new clients within an assigned territory and managing client portfolios to achieve business targets

Job Summary

  • The role is responsible for developing new clients within an assigned territory and managing client portfolios to achieve business targets.
  • Candidates must provide truly professional financial advice and customer service to achieve high levels of customer satisfaction and retention.
  • UOB is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries.

Matching Summary

The role is responsible for developing new clients within an assigned territory and managing client portfolios to achieve business targets.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Fact finding and KYC customers
  • Present right product solutions
  • Provide professional financial advice
  • Design financial strategies or plans
  • Review customer changing needs

Nice-to-have

  • Strong interpersonal and communication skills
  • Good command of English
  • Work as one team culture
  • Pursue long-term success mindset

Key Requirements

  • Master's degree in MBA or Bachelor in related field
  • 2-8 years experience in Marketing Planning or Relationship Management
  • Knowledge in Mutual Fund products preferred
  • Certificate for Single License, Life and Non-Life License
  • Knowledge of financial instruments and credit analysis

Work Rights

Not specified

Tailored Resume

Cover Letter