Personal Banker (PB)
UOB(1 month ago)
About this role
A Wealth Management Relationship Officer at UOB supports the bank’s retail and wealth customers by delivering high-quality service and building long-term client relationships. The role focuses on providing tailored financial and insurance solutions to enhance customer value and contribute to the bank’s growth and reputation.
Required Skills
- KYC
- Investment Advisory
- Insurance Sales
- Sales Planning
- Customer Service
- Presentation Skills
- Relationship Management
- Reporting
Qualifications
- Bachelor's Degree in Finance, Accounting, Business Administration or Economics
- IC License
- Life Insurance License
- Non-Life Insurance License
- Criminal Record Check
About UOB
uobgroup.comUOB is rated as one of the world's top banks, with a global network of 500 branches and offices across 19 countries and territories in Asia Pacific, Europe and North America.
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