Manager, Personal Wealth Manager

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 45,000 - 65,000; Full time

Job summary

UNITED OVERSEAS BANK LIMITED in Singapore is looking for a dedicated financial services professional. You will assess customer financial needs and provide tailored advice to secure sales of banking and investment products like insurance and structured deposits.

Successful candidates will have a relevant degree and thrive in fast-paced environments. Strong interpersonal and communication skills are essential for building and deepening customer relationships.

Qualifications

• Minimum a recognized degree/diploma in a relevant field.

Responsibilities

• Understand customers' financial needs and provide timely advice.
• Secure sales and cross-sell banking and investment products.
• Deepen relationships with new and existing customers.
• Ensure compliance with proper advisory procedures.
• Utilize multiple channels to exceed sales targets.

Skills

Interpersonal skills

Communication skills

Resourcefulness

Ability to work independently

Ability to thrive in a fast-paced environment

Education

Recognized degree/diploma in a relevant field

Job description

PersonalFinancial Services

Wedesign and provide products and services that empower our customers to enjoygreater banking convenience while they extract more value from their money. Inparticular, we are focused on promoting and developing healthy saving andinvestment practices across generations.

Responsibilities

• Be actively involved in understanding the job customers' financial needs as well as providing them with timely information, advice and recommendations to fit their banking requirements
• Secure sales and cross-sell our wide range of consumer banking and investment products which includes, but not limited to insurance, structured deposits, and unit trusts
• Deepen relationships with new and existing customers
• Apply diligence and integrity to ensure proper advisory procedures and meticulous documentation in compliance with the Bank's internal policies, business processes, and regulatory requirements
• Utilise a combination of the Bank's branch network, tele-consulting and referrals to meet and exceed individual sales targets

Skills and Experience

• Able to thrive in a fast-paced environment with a passion to excel in a career in the wealth management industry
• Resourceful and able to work with minimal supervision
• Flexibility with extended working hours
• Strong interpersonal and communication skills combined with drive and initiative

Education

• Minimum a recognized degree/diploma in a relevant field