Personal Wealth Executive

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

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.

• 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