Personal Wealth Manager

UOB; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

United Overseas Bank Limited (UOB) is seeking a Relationship Manager within the Wealth Banking business to provide prudent financial advisory and investment solutions to mass-affluent clients in Singapore. You will develop and deepen client relationships while achieving individual sales targets and ensuring timely completion of the sales and compliance process.

The role requires a recognised university degree, at least 1 year of relevant experience, strong knowledge of wealth management

Qualifications

• A recognised university degree.
• Minimum 1 year of relevant working experience.
• Good knowledge of wealth management & investment products.
• 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.

Responsibilities

• 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 and regulatory requirements (i.e. FAA and other related statutory Acts)

Skills

Wealth management knowledge

Sales target achievement

Client relationship management

Interpersonal skills

Education

Bachelor's degree

Job description

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

You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to 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 and regulatory requirements (i.e. FAA and other related statutory Acts)

Job Requirements

• A recognised university degree
• Minimum 1 years of relevant working experience. While candidates with prior experience in banking/financial services are advantageous, we also welcome individuals from other industries who possess strong interpersonal skills to apply.
• Good knowledge of wealth management & investment products
• 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