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Wealth Banking Relationship Manager - Medan
full-time

Summary

Type

full-time

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About this role

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

Job Responsibilities


1. Ensure achievement of personal targets including NTB, Funding (CASA & FD), Deposit Mix, Insurance (APE) & Wealth Revenue.
2. Have a daily 2-way sales plan.
3. Attend daily SOD & EOD briefings conducted by BM / Funding Team Head / Wealth Banking Head.
4. Provide timely daily reports to BM / Funding Team Head.
5. Ensure sales practices comply with SOPs, SLAs and any applicable regulations.
6. Ensure compliance with the Customer Due Diligence (CDD) process in accordance with the AML-CFT Policy, Guidelines and fair transaction rules.
7. Carry out daily sales discipline/operating rhythm implemented by the Wealth Banking Head, in order to increase productivity and achieve business targets and balance of business

Job Requirements

1. Minimum S1 degree
2.Experienced as a sales person in the banking industry
3.Have banking operational knowledge min. 3 years.
4.Have good communication and leadership skills.
5.Accustomed to working with targets.

Additional Requirements

Develop, Engage, Execute, Strategise

Be a Part of the 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

Other facts

Tech stack
Sales,Banking,Communication,Leadership,Customer Due Diligence,Compliance,Insurance,Wealth Management,Target Achievement,Reporting,Operational Knowledge,Teamwork,Productivity,Regulations,SOPs,Business Development

About UOB

We’re here to do Right By You.

At UOB, we aspire to build a better future for the people and businesses in the region.

Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN.

We create solutions tailored to your unique needs through data and relationship-led insights.

Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN.

We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies.

This is how we stay committed to forging a sustainable future for generations to come.

Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Banking
Founding Year: 1935

What you'll do

  • The Wealth Banking Relationship Manager is responsible for achieving personal sales targets and ensuring compliance with sales practices and regulations. Daily activities include sales planning, attending briefings, and providing reports to management.

Ready to join UOB?

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Frequently Asked Questions

What does a Wealth Banking Relationship Manager - Medan do at UOB?

As a Wealth Banking Relationship Manager - Medan at UOB, you will: the Wealth Banking Relationship Manager is responsible for achieving personal sales targets and ensuring compliance with sales practices and regulations. Daily activities include sales planning, attending briefings, and providing reports to management..

Why join UOB as a Wealth Banking Relationship Manager - Medan?

UOB is a leading Banking company.

How do I apply for the Wealth Banking Relationship Manager - Medan position at UOB?

You can apply for the Wealth Banking Relationship Manager - Medan position at UOB directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about UOB on their website.