WB Branch Relationship Manager
UOB(1 month ago)
About this role
A WB Branch Relationship Manager at UOB serves as the primary advisor for affluent and high-net-worth clients within a branch, representing the bank's wealth management capabilities. The role centers on client relationship stewardship and coordinating with internal specialists to support clients' financial needs while upholding UOB's policies and regulatory requirements.
Required Skills
- Relationship Management
- Wealth Management
- Financial Advice
- Sales Targets
- Portfolio Review
- Compliance
- Client Acquisition
- Networking
- Communication
- Presentation
+2 more
Qualifications
- Bachelor's Degree in Finance or Related Field
- Wealth Management License
- Investment Consultant License
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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