Personal Wealth Advisor — Growth & Cross-Sell Focus

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 45,000 - 60,000; Full time

Job summary

UNITED OVERSEAS BANK LIMITED in Singapore seeks a Personal Financial Services professional to assess customers' financial needs and offer timely advice. You will cross-sell a range of banking and investment products while deepening relationships with clients.

Role requires diligence, adherence to regulatory guidelines, and the ability to work with branch networks and tele-consulting to achieve targets.

Qualifications

• Ability to understand customers' financial needs and provide timely information and recommendations.
• Commitment to compliance and meticulous documentation per bank policies and regulations.
• Drive to meet and exceed individual sales targets through advisory conversations.

Responsibilities

• Be actively involved in understanding customers' financial needs and provide information, advice and recommendations.
• Secure cross-sell of consumer banking and investment products including insurance and unit trusts.
• Deepen relationships with new and existing customers.
• Maintain diligence and integrity in advisory procedures and documentation.
• Utilize branch network, tele-consulting and referrals to meet sales targets.

Skills

Thrives in fast-paced environment

Resourceful with minimal supervision

Flexible with extended hours

Strong communication & interpersonal

Education

Degree or diploma in a relevant field

Job description

UNITED OVERSEAS BANK LIMITED in Singapore seeks a Personal Financial Services professional to assess customers' financial needs and offer timely advice. You will cross-sell a range of banking and investment products while deepening relationships with clients.

Role requires diligence, adherence to regulatory guidelines, and the ability to work with branch networks and tele-consulting to achieve targets.