AVP, Relationship Officer, Personal Financial Services
United Overseas Bank (Malaysia) Bhd
Kuala Lumpur
Permanent
Full-time
2 months ago
Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services. 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 Assist Senior Client Advisor with client's transaction processing Provide the relevant documentation for Senior Client Advisor prior client's appointment Perform the relevant checking in the respective system to ensure account is in order Perform the necessary name screening and searches for the on boarding of account, annual review and upon event trigger Banking and securities account opening Doc preparation for stamping purposes Prepare letter of reference and mail out Job Requirements Ability to manage relationships both internal and external Ability to multi-task Team player, keen and quick learner Mandatory certifications as required for selling financial products Effective verbal and written communication skills Mature, pleasant, independent, self-motivated and highly sales and service-oriented Minimum Diploma/Degree holder with preferably 5 years minimum experience as an Assistant Relationship Manager (ARM)/RM in the Wealth Management segment Knowledge in various asset classes and products is a strong advantage e.g. Fixed Income, Equities, unit trusts, Funds, Structured Notes, and handling account opening documentations, payments and securities transfers. Be a part of UOB Family UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application. Apply now and make a difference.