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WB Relationship Manager at UOB - ApplyBlast

WB Relationship Manager

UOB

3 months ago

2.6 on Glassdoor

Nonthaburi, Thailand

Onsite

Full Time

Senior

0 applicants

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About this role

This role involves managing relationships with Wealth Banking clients to drive market share growth and increase Assets Under Management (AUM). The position requires providing comprehensive financial advice, analyzing client needs, and selling a diverse range of UOB financial products including mutual funds, bonds, and insurance. Success depends on meeting sales targets, maintaining compliant investment portfolios, and delivering consistent market updates to clients.

Responsibilities

Build and maintain strong relationships with Wealth Banking clients
Provide comprehensive and suitable financial advice based on client needs
Analyze client requirements and risks to propose diverse financial products
Monitor and review client investment portfolios regularly for alignment with goals
Achieve defined sales and AUM targets by expanding the client base

Skills

Qualifications

Bachelor's degree in Finance, Banking, Economics, or related fieldInvestment Consultant License (IC License)Life/Health Insurance License (IP License)

About UOB

uobgroup.com

Headquarters

Singapore, Central Region, Singapore

Company Size

10001+ employees

Founded

1935

View Profile

UOB 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.