MGR/AVP, Relationship Manager - Wealth Banking (Southern)
Based in Malaysia
Core
Manage relationships with clients to ensure satisfaction with UOB's products and services, providing financial solutions and resolving issues.
Role type
Relationship Manager (Wealth Banking)
Builds
Banking products and services including unit trusts, insurance, treasury investments, cards, and deposits
Domain
Financial Services / Wealth Banking
Deliverable
client delivery
Required skills
client relationship management, financial advice, cross-selling, product analysis, communication
Responsibilities
Market and promote banking products to clients with AUM >100k to 499k; Manage key relationships with existing and potential customers; Analyse and match customers' financial requirements with bank offerings; Proactively cross-sell other banking products and services