Full-time

United Overseas Bank is hiring a Mgr/AVP, Relationship Manager - Wealth Banking

About the Role

United Overseas Bank (UOB) is seeking a Mgr/AVP, Relationship Manager - Wealth Banking to join our team. In this role, you will be responsible for marketing and promoting a wide range of banking products and services to potential clients with a starting Assets Under Management (AUM) of > $100k to $499k. You will manage key relationships and provide sound financial advice to grow mutually beneficial investment opportunities, guided by our core values of being Honorable, Enterprising, United, and Committed.

What You'll Do

  • Market and promote a wide range of banking products and services, including unit trusts, insurance, treasury investments, cards, deposits, and other retail banking products.
  • Build and manage key relationships with existing and potential customers, providing sound advice for the effective management of their finances to expand their portfolio.
  • Analyze and match customers' financial requirements with the bank's product offerings to best suit their personal investment needs.
  • Proactively cross-sell other banking products and services.

What We're Looking For

  • A high degree of integrity and professionalism.
  • Strong customer relationship management skills.
  • Strong communication and interpersonal skills.
  • A dynamic, results-driven, and self-motivated approach.

Nice to Have

  • Experience in the Financial Services industry, preferably as a personal banker.
  • Any sales experience.

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors.

Required Skills
Relationship ManagementWealth ManagementBankingClient AcquisitionFinancial AdvisoryPortfolio ManagementComplianceMarket Analysis
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About company
United Overseas Bank

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America.

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Job Details
Category other
Posted 2 months ago