Personal Wealth Executive

UOB; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

UOB in Singapore is seeking a Senior Officer, Personal Wealth Executive to provide financial advisory services to mass-market customers. You will be responsible for achieving sales targets and ensuring compliance with bank policies. The ideal candidate should have a recognized university degree and be dynamic, self-driven, and competent in engaging clients. As part of the UOB family, you will have the opportunity to develop relationships and strategize for clients' financial success.

Qualifications

• A recognized university degree.
• Results-oriented, dynamic and self-driven.
• Competent in engaging and managing internal and external clients.

Responsibilities

• Render financial advisory to UOB's mass-market customers.
• Achieve individual sales target while ensuring compliance.
• Provide prudent financial advisory and investment solutions.

Skills

Financial advisory

Sales target achievement

Client engagement

Problem-solving

Education

Recognized university degree

Job description

## Senior Officer, Personal Wealth Executive, PFSApplyremote type: Onsitelocations: Central Region (City Area)time type: Full timeposted on: Posted 29 Days Agotime left to apply: End Date: August 31, 2026 (30+ days left to apply)job requisition id: JR69848**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**As a Personal Wealth Executive within the Personal Banking business, you will be:* responsible for rendering financial advisory to UOB's mass-market customers.* 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 andregulatory requirements (i.e. FAA and other related statutory Acts)**Job Requirements*** A recognised university degree* 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## **Additional Requirements**Develop, Engage, Execute, StrategiseBe a Part of the UOB FamilyUOB 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