Relationship Manager, Corporate Wealth Management (Based in D'sara Uptown)
UOB
- Damansara, Selangor
- Permanent
- Full-time
- Responsible in marketing and sales of deposit products such as deposits, cash and trade management solutions and Global Markets products to Commercial Banking non-borrowing and borrowing profile customers.
- Work with borrowing team to grow deposits and coming up with events to drive deposit growth.
- Build and deepen customer loyalty and satisfaction through word and deed: be a role model, quick to address defects and institute measurements and tracking.
- Ensure maintenance of the highest possible standards of sales practices and investment advice for clients in line with UOB's advisory and sales processes.
- Identify market opportunities for business growth & takes charge to implement sales programs to achieve the desired results.
- Grow the portfolio by way of new client acquisition & relationship deepening through cross-sell of appropriate products.
- Be fully responsible and accountable for all the customer relationships under management by way of KYC and personally getting to know the top clients of the unit.
- Exercise sound business judgement and, at all times, to safeguard the interest of the bank as well as that of the customers.
- To ensure at all times, compliance with the bank's policies and guidelines pertaining to staff behavior, sales, products and marketing.
- Must have demonstrated success in a corporate/commercial wealth management sales background within a financial services company.
- Strong knowledge of financial products and services, financial markets, foreign exchange policy and economic environments.
- University degree in a related area.
- Strong negotiating and influencing skills
- Excellent presentations and networking skills
- Excellent communication skills (both oral and written).
- Highly developed client service and sales skills as well as in being a first class organizer of both own and others time.
- Understand management strategy and focus, and ensure adherence of team's game plan towards the same
- Positive attitude and personality