MGR/AVP, Wealth Banking RM, PFS | Singapore, SG

United Overseas Bank; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A leading bank in Asia is seeking a Relationship Manager for its Wealth Banking division. This role involves providing financial advisory services to mass-affluent customers, achieving sales targets, and ensuring compliance with internal policies. Candidates should have a university degree and relevant experience in financial advisory, along with a solid understanding of wealth management products. Join UOB and contribute to helping clients achieve their financial goals.

Qualifications

• At least 1 year of relevant financial advisory experience.
• Good knowledge of wealth management & investment products.
• Competent in engaging and managing internal and external clients.

Responsibilities

• Provide financial advisory and investment solutions.
• Develop and deepen relationships with clients.
• Ensure compliance with Bank's policies and regulatory requirements.

Skills

Wealth management

Client management

Sales

Financial advisory

Investment products

Education

Recognised university degree

Job description

MGR/AVP, Wealth Banking RM, PFS

Posting Date: 13 Jun 2025

Location:
Singapore, SG

Company: United Overseas Bank Ltd

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.

About the Department

The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

Personal Financial Services

We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

Wealth Banking

Read more on Wealth Banking here : https://careers.uobgroup.com/lp/Wealth%20Banking/1bb796a63eec28a1/?locale=en_GB

Job Responsibilities

You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB's clients
• Develop and deepen relationships with clients who have been assigned to you
• Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)

Job Requirements

• A recognised university degree
• At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considered for a more senior position
• Good knowledge of wealth management & investment products
• Candidates with prior experience and knowledge in AML/KYC processes within the retail banking sector are preferred
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Proven ability to achieve sales target
• Resourceful and able to work with minimal supervision

Be a part of 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.

Apply now and make a difference.

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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 territori...

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