PVB / WB Relationship Manager

About UOB

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. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

About the Department

Personal Financial Services (PFS) serves individual customers across the Personal Banking, Wealth Banking, Privilege Banking and Privilege Reserve segments. We offer tailored financial solutions to help meet the entire spectrum of their savings, borrowing, insurance, investments and other needs, while harnessing digital solutions, offering an unique and proprietary approach to wealth advisory and tapping on partner ecosystems to create distinctive banking experiences for our customers.

Privilege Client Advisor 

Job Responsibilities

• Manage business relationship with Privilege Banking clients and offer professional financial advice; customer service to achieve high level of customer satisfaction and retention (AUM more than 10 MB).
• Design financial strategies, investment and portfolio model plans for individual customer.
• Build customer’s wealth through Privilege Banking products.
• Review and response to customers changing needs and financial circumstances, associated risk and providing customers with information on new and existing products and services.
• Closely performs credit monitoring in compliance with the bank’s policies or guidance.
• Coordinate with related departments in marketing and servicing the customers to achieve sale volume and revenue target.

Job Requirements

• Master’s degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field.
• At least 2 years of experience in Wealth Banking, Private Banking, Investment HNW customer.
• Experienced in RM, knowledge in Mutual Fund products is preferred.
• Strong interpersonal and communication skills.
• Good command of English.
• Certificate for Single License, Life and Non-Life License. 

Wealth Relationship Manager

Job Responsibilities

• Passionately to fact finding and KYC customers, in order to present the right product solutions according to the customers’ needs
• Provide truly professional financial advice and customer service to achieve high level of customer satisfaction and retention.
• Design financial strategies/plan or investment plan or portfolio model for individual customer.
• Review and responding to customers changing needs and financial circumstances.
• Build customer’s wealth through Bank Investment and Insurance products
• Work with IC on a wide array of investment products to advise customers on investment opportunities.

Job Requirements

• Master’s degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field.
• Previous 2-8 years of experience in Marketing Planning relationship manager, Banking business will be advantage.
• Experienced in RM, knowledge in Mutual Fund products is preferred.
• Knowledge of financial instruments, credit and business analysis, industry analysis.
• Strong interpersonal and communication skills.
• Good command of English.
• 2-4 years work experience for Junior position.
• 4-8 years work experience for Senior position.
• Certificate for Single License, Life and Non-Life License. 

Remark: The Bank requires the checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank’s policy.