UOB AM - Relationship Manager Associate
UOB ASSET MANAGEMENT LTD
Job Responsibilities:
Job Requirements:
- Responds to clients' enquiries, in partnership with RMs, as the day-to-day contact for all relationship servicing activities, including but not limited toAd-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:
- Maintains accurate CRM database covering client contacts, call reports on timely basis.Organizes team meetings, takes minutes and monitors and track progress of follow-up actions (check-control role, working with SGI head).
Assists with event preparation.
Manages team diaries and books client meetings. - 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.
Job Requirements:
- Bachelor's degree in finance, economics, accounting, or a related discipline from a well-reputed university.
- At least 5 years of relevant experience in financial services, preferably in asset management, institutional client servicing, or relationship management support.
- MAS representative license (Good to have. Otherwise, sponsorship will be provided for successful individual).
JOB SUMMARY
UOB AM - Relationship Manager Associate
UOB ASSET MANAGEMENT LTD
Singapore
15 days ago
N/A
Full-time
UOB AM - Relationship Manager Associate