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Assistant Vp/Manager, Relationship Manager
Company | WhiteCrow Research |
Address | Area DKI Jakarta, Indonesia |
Employment type | FULL_TIME |
Salary | |
Category | Perbankan |
Expires | 2023-05-26 |
Posted at | 1 year ago |
About our client:
Our Client operates in the Financial Services Industry, with its headquarters rooted strongly in Singapore. It has its branches spread to more than 15 countries, providing employment to more than 25,000 people all over the world. They fall in the Forbes Global 2000 (2022). Their core business is to offer financial services to its clients, ranging from Investment Banking to Corporate as well as Personal Banking Services.. They are also well known for their Residential Home Loan Business.
Responsibilities:
Our Client operates in the Financial Services Industry, with its headquarters rooted strongly in Singapore. It has its branches spread to more than 15 countries, providing employment to more than 25,000 people all over the world. They fall in the Forbes Global 2000 (2022). Their core business is to offer financial services to its clients, ranging from Investment Banking to Corporate as well as Personal Banking Services.. They are also well known for their Residential Home Loan Business.
Responsibilities:
- Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)
- You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.
- Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB’s clients
- Develop and deepen relationships with clients who have been assigned to you
- Proven ability to exceed sales target
- A recognised university degree
- At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considered for a more senior position
- Results-oriented, dynamic and self-driven
- Resourceful and able to work with minimal supervision
- Competent in engaging and managing internal and external clients
- Good knowledge of wealth management & investment products
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