400万人が利用する会社訪問アプリ
UOB / Relationship Manager (Wealth Banking)
1) Building relationship with portfolio of client banking with UOB 2) Provide advice and solutions to clients to meet their financial goals
1) Engage in high volume sales calls as well as providing consultative selling to find the most suitable product for the client to achieve their financial goals 2) Utilising face-to-face sales meeting to understand client's financial objective and presenting suitable solut
- Assist Executive Director and Relationship Managers in their daily trade reporting to clients, managing their client's trade records for trade monitoring, managing trade blotters and confirmations - Assist Chief Investment Officer in his report, managing data for monthly
- Strategic placement of commercials to exceed client’s expectations - Researching of client’s product to gather target’s viewing pattern - Prioritising clients according to sales obligations, and market accordingly
Nelson Limさん
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