About UOB
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long- term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
Job Description
About the Department
Personal Financial Services: We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.
Job Responsibilities
• Conducting financial mapping of clients to analyse key parameters including risk profile, asset allocation, investment horizon and liquidity needs.
• Active acquisition of Bank’s existing clients and manage all aspects of client relationship, corporate/institutional clients and maintain long- term relationships.
• Provide comprehensive add- value financial service using resources and expertise of the Company platforms, products, services and networks, mainly focus on Wealth Products including Bancassurance, Unit Trust, Upgrade Customer to Privilege portfolio, Assisting on international transfers and winning fund.
• Understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios.
• Work together with internal asset management team to develop discretionary account business, cross- border business and new product research & development.
