Senior Director, Institutional Sales, UOB Asset Management

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 a driven and entrepreneurial 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:

• Proactively comb the market to capitalize on business opportunities and generate flows to meet individual and team KPIs.
• Proactively work to broaden relationships with institutional investors in Singapore, with the goal to establish and deepen relationships with both prospects and clients.
• Actively approach and pitch existing and potential clients with investment solutions that meet clients' investment requirements.
• Collaborate with designated team member(s) as secondary RM for all client management activities.
• Serve as the primary day-to-day contact for all relationship activities.
• Collaborate with Relationship Management Associate (RMA) to ensure efficient and effective workflows, including but not limited to the following:
  • Arrange and coordinate client portfolio meetings including internal preparation leading to the meetings.
  • Respond to clients' enquiries.
  • Maintain of CRM database.
  • Assist with event preparations.
• Develop and maintain proper business planning and tracking for assigned segments and/or businesses on timely basis:
  • Individual annual business plan
  • 90-day Pack
  • Call reports
  • Client profile documents
• 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).
• Collaborate with relevant UOB Bank's businesses including business referrals to promote the Bank.

Additional Requirements

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.

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