Personal Wealth Advisor – Grow Client Wealth

United Overseas Bank; Singapore; On-site; SGD 100,000 - 125,000; Full time

Job summary

A leading financial institution in Singapore seeks a Personal Wealth Executive to support the Personal Banking business. You will provide tailored financial advisory and investment solutions to mass-market clients, focusing on client relationship management and achieving sales targets. The ideal candidate possesses a recognized university degree and a proven track record in sales within a fast-paced environment. The role requires strong compliance with regulatory standards and the ability to maintain high service quality to enhance client experience.

Qualifications

• Self-driven and results-oriented with the ability to perform effectively with minimal supervision.
• Demonstrated ability to consistently achieve sales targets.
• Resourceful and adaptable in a fast-paced banking environment.

Responsibilities

• Provide financial advisory services tailored to the financial planning needs of mass-market clients.
• Achieve individual sales targets across assigned wealth and banking products.
• Develop and deepen long-term relationships with assigned clients.
• Ensure proper advisory procedures and documentation are completed accurately.

Skills

Client relationship management

Financial planning

Sales target achievement

Regulatory compliance

Adaptability in fast-paced environments

Education

Recognised university degree

Job description

A leading financial institution in Singapore seeks a Personal Wealth Executive to support the Personal Banking business. You will provide tailored financial advisory and investment solutions to mass-market clients, focusing on client relationship management and achieving sales targets. The ideal candidate possesses a recognized university degree and a proven track record in sales within a fast-paced environment. The role requires strong compliance with regulatory standards and the ability to maintain high service quality to enhance client experience.