Wealth Management Portfolio Manager

UOB; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

UOB is seeking a Manager, Business Associate in Corporate Wealth Management to manage a client portfolio, build relationships and identify cross-selling opportunities. You will perform periodic reviews, KYC/AML checks, and servicing tasks, while supporting Relationship Managers with administrative duties.

The role requires a degree in Accountancy/Business/Finance, strong analytical and communication skills, and the ability to handle high workload in a fast-paced environment.

Qualifications

• Strong analytical, communication and interpersonal skills are required.
• Bachelor or higher in Accounting/Business/Finance relevant fields preferred.
• Demonstrated ability to multi-task and cope with high workload.

Responsibilities

• Manage a portfolio of corporate clients and build lasting relationships.
• Identify potential customers to generate revenue and deposits through cross-selling.
• Conduct periodic reviews and KYC/AML/Sanction-related matters and servicing tasks.
• Provide administrative support to Relationship Managers.

Skills

Analytical skills

Communication skills

Interpersonal skills

Education

Degree in Accountancy, Business Administration or Banking & Finance

Job description

UOB is seeking a Manager, Business Associate in Corporate Wealth Management to manage a client portfolio, build relationships and identify cross-selling opportunities. You will perform periodic reviews, KYC/AML checks, and servicing tasks, while supporting Relationship Managers with administrative duties.

The role requires a degree in Accountancy/Business/Finance, strong analytical and communication skills, and the ability to handle high workload in a fast-paced environment.