AVP, Relationship Manager Associate for Institutional Business, UOB Asset Management
Uob Kay
Company: 6110 UOB Asset Management Ltd 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 We are looking for an energetic individual who is passionate about institutional business and has an aspiration to develop his/her career in institutional business space. This individual must be a team player who is keen to play an active role in growing the SG institutional business. Desired personal traits include unwavering interest in excellent client service, ability to navigate through the emerging space, able to multitask effectively and collaborate with colleagues across the organization. Responsibilities Key responsibilities will include:
- Responds to clients' enquiries, in partnership with RMs, as the day-to-day contact for all relationship servicing activities, including but not limited to
- Ad-hoc enquiries and in-depth search of information regarding portfolios and operational related requests.
- Client enquiries from prospecting, on-boarding to client servicing.
- Plays a proactive role in providing timely and accurate regular and ad-hoc client communication and reports.
- Ensures client documentation is updated on a timely basis and maintains on-going internal monitoring.
- Arranges and coordinates client portfolio meetings including internal preparation leading to the meetings.
- Provides administrative support to the SGI team; including but not limited to the following:
- Maintain accurate CRM database covering client contacts, call reports on timely basis.
- Organize team meetings, takes minutes and monitors and track progress of follow-up actions (check-control role, working with SGI head).
- Assist with event preparation.
- Works closely with other departments on client related matters and assists in any ad hoc projects as required (ad-hoc projects to be approved by SGI head).
- Identifies business opportunities, undertake some basic cross selling/ introduction and refer to the respective SGI team members.
Vacancy posted a month ago
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