Personal Wealth Manager

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 45,000 - 75,000; Full time

Job summary

UNITED OVERSEAS BANK LIMITED is seeking a Personal Financial Services professional in Singapore to advise customers on banking and investment needs and to deepen relationships. The role focuses on providing timely information and recommendations to fit financial requirements while ensuring compliant advisory procedures.

You will be involved in selling a range of consumer banking and investment products, including insurance, structured deposits and unit trusts, with flexible hours to meet client

Qualifications

• In a fast paced environment with a passion to excel in wealth management.
• Resourceful and able to work with minimal supervision.
• Flexibility with extended working hours.
• Strong interpersonal and communication skills with drive and initiative.

Responsibilities

• Be actively involved in understanding customers' financial needs and provide timely information, advice and recommendations.
• Secure sales and cross-sell our consumer banking and investment products.
• Deepen relationships with new and existing customers.
• Ensure advisory procedures and documentation comply with policies and regulations.
• Utilise branch network, tele-consulting and referrals to meet sales targets.

Skills

Interpersonal skills

Communication skills

Drive and initiative

Resourcefulness

Flexibility

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