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.
UOB will subsidised the cost for qualified staff to get CFP certification
Attractive Benefits, Fast Track Promotion and Special Professional Development Program
Skills
Financial Services
Interpersonal Skills
Mutual Funds
Functions
Accounting & Finance
Job Overview
Job Type:
Hybrid
Company
UOB
75 active jobs
Industry:
Banking & Finance
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