Personal Wealth Manager

United Overseas Bank; Singapore; On-site; SGD 45,000 - 75,000; Full time

Job summary

United Overseas Bank's Personal Financial Services team seeks a customer‑focused adviser to understand clients' financial needs and provide timely information, advice and recommendations to fit their banking requirements.

You will secure cross‑selling of consumer banking and investment products, deepen relationships, and ensure proper advisory procedures and meticulous documentation in compliance with internal policies and regulatory requirements, using the branch network, tele-consulting and

Qualifications

• Understand customers' financial needs and provide timely information and recommendations.
• Cross-sell consumer banking and investment products to fit customers' financial goals.
• Maintain diligent advisory procedures and meticulous documentation in line with internal policies and regulatory requirements.

Responsibilities

• Be actively involved in understanding customers' financial needs and providing timely information, advice and recommendations to fit their banking requirements.
• Secure cross-sell of consumer banking and investment products including 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 Bank policies and regulatory requirements.
• Utilise branch network, tele-consulting and referrals to meet and exceed individual sales targets.

Skills

Customer service

Communication skills

Interpersonal skills

Sales mindset

Time management

Education

Bachelor’s degree/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