Privilege Banking Relationship Officer

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

1. Job Purpose

A Privilege Banking Relationship Officer is responsible for managing and growing a portfolio of high‑net‑worth (HNW) or affluent clients, providing personalized financial solutions, and ensuring exceptional service delivery. The role focuses on deepening client relationships, cross‑selling wealth and banking products, and offering proactive advisory support.
(Supported by typical Relationship Officer roles that include building client relationships, understanding needs, cross-selling, and maintaining customer satisfaction)

2. Key Responsibilities

A. Client Relationship Management

• Build and maintain strong, long-term relationships with Privilege Banking clients through regular engagement and personalized service.
   
• Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and ensuring high satisfaction levels.
   
• Conduct periodic portfolio reviews to ensure products and services remain aligned with client goals.

B. Sales & Business Development

• Identify opportunities to cross-sell and upsell Privilege Banking products, including investments, insurance, deposits, and loans.
• Acquire new-to-bank affluent clients through networking and targeted business development activities.
• Meet assigned financial targets including revenue growth, portfolio balance growth, and relationship retention.

C. Client Onboarding & Advisory Support

• Guide new clients through onboarding, account setup, and explanation of Privilege Banking privileges and offerings.
• Understand client financial needs and provide suitable recommendations in partnership with wealth specialists.

D. Service Excellence

• Ensure all service requests are fulfilled promptly and within agreed turnaround times.
  ]Coordinate with internal departments to ensure seamless service delivery.

E. Compliance & Risk Management

• Adhere to regulatory guidelines, internal policies, and KYC/AML requirements.
• Maintain accurate client records, documentation, and service logs.
• Monitor portfolio health and ensure credit exposure is well managed.
   

3. Qualifications & Requirements

• Bachelor’s degree in Business, Finance, Marketing, or related field.
• Experience in banking, wealth management, sales, or customer relationship management.
• Strong interpersonal, communication, and negotiation skills.
• Sales-driven mindset with ability to meet revenue and portfolio targets.
• Professionalism, integrity, and ability to handle confidential client information.
• Familiarity with CRM systems and digital banking tools.
   

4. Key Skills

• Relationship management
• Sales & cross‑selling
• Financial needs assessment
• Communication & customer service
• Problem-solving
• Portfolio management
• Compliance awareness
  (Skills aligned with Relationship Officer roles)

5. Performance Metrics

• Portfolio growth (AUM, deposits, loans)
• Revenue and cross-sell ratios
• Client satisfaction scores (NPS/CSI)
• Retention and acquisition rates
• Compliance and audit results
  (Performance focus supported by corporate banking RO KPIs)

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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