VP, Institutional Sales & Client Servicing, UOB Asset Management

UOB•Phoenix, AZ

About The Position

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. We are looking for a driven and entrepreneurial individual who is passionate with 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 our 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.

Requirements

Bachelor’s degree in finance, economics, accounting or related discipline; from a well-reputed university.
At least 5 years of relevant experience – Consideration for seniority (job level) and clients/prospects assignment.
Strong analytical skill.
Excellent verbal and written communication skills – English and Mandarin (Would be an advantage).
Ability to build the trust and confidence of clients, ability to strengthen client relationships through ongoing dialog and interactions.
Ability to work well with others to accomplish client objectives.
Resourceful, able to work independently and in a small team environment.
MAS representative license.
CMFAS RES3 - Rules, Ethics and Skills for Fund Management - Singapore
CMFAS RES5 - Rules, Ethics and Skills for Financial Advisory Services - Singapore
University-Bachelor - Finance

Responsibilities

Sales An advisor to asset owners – Actively recommends investment solutions to existing and potential clients that meet their investment requirements.
Proactively comb the market to capitalize on business opportunities that meet both 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.
Collaborate with team members for all client management activities.
Serve as the primary day-to-day contact for all relationships.
Collaborate with RMs and Relationship Management Associates (“RMA”) to ensure efficient and effective workflows, including but not limited to the following: Coordinate and attend 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
Work closely with other departments on client related matters and assists in ad-hoc projects (approved by SGI head) as required.
Collaborate with relevant UOB Bank (“Bank”) businesses including business referrals to promote the Bank.
Client Service Work in close partnership with RMs to respond to clients’ enquiries and as an addition contact for all relationship servicing activities, including but not limited to ad-hoc enquiries and in-depth research of information regarding portfolios and operational related requests.
Foster relationships with institutional clients – Focus on promoting positive client experiences by responding promptly to clients’ queries and requests; ensuring timely preparation and delivery of clients’ regular periodic reports, portfolio review decks and ad-hoc client communication and reports, with key focus on data accuracy; negotiating with clients and work with internal stakeholders to effectively execute agreements e.g. investment management agreements, subscription agreements etc.; managing on-boarding and off-boarding of institutional clients including periodic KYC due diligence; assisting with clients’ transactions; and providing sales support for cross selling opportunities.
Provide client servicing guidance to RMAs, including but not limited to the responsibilities listed in this JD
Ensure client documentation is updated on a timely basis and maintain on-going internal monitoring.
Coordinate and attend client portfolio meetings (with RMs) including internal preparation leading to the meetings.
Provide 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).