Title : Relationship Manager, Institutional & HNWIs Business

Department : Institutional & HNWIs Business Department, Business Development Division


Job Description :

Within UOBAM, Institutional & HNWIs Business Department is responsible for developing and maintaining relationships with sophisticated institutional and High Net Worth individual investors. The client base includes public and corporate, non-profit organization, foundations and endowments.

• Monitor portfolios of institutional and HNWI client clients and make portfolio and market update calls.
• Accompany portfolio manager for client visits to provide market updates and portfolio management strategies.
• Co-ordinate with UOBAM regional team for cross selling offshore investment capabilities.
• Implement sale plan and strategies in order to increase and expand market share in both local and offshore investments.

Requirements :

• Master/ Bachelor degree in Business Administration or Economics or related fields
• At least 3-5 years experiences in wealth management or High Net Work/ institutional customer
• Well experienced in people management, customer management with solid selling skills
• Knowledgeable of international financial and banking products
• High English proficiency
• Investment Planner (IP) license is an advantage