Personal Wealth Executive

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A leading bank in Singapore is seeking a dedicated professional for their Personal Financial Services team. In this role, you will be responsible for understanding customers' financial needs, providing tailored advice, and securing sales of various banking and investment products. The ideal candidate will have a recognized degree and the ability to thrive in a fast-paced environment. Excellent communication and interpersonal skills are essential. This is an excellent opportunity for those passionate about advancing in the wealth management industry.

Qualifications

• Experience in sales and advisory roles in financial services.
• Ability to provide tailored financial solutions.
• Commitment to compliance with regulatory standards.

Responsibilities

• Understand customers' financial needs and provide timely advice.
• Secure sales and cross-sell a range of consumer banking products.
• Deepen relationships with new and existing customers.
• Ensure integrity in advisory procedures and documentation.
• Utilize multiple channels to meet individual sales targets.

Skills

Ability to thrive in a fast-paced environment

Strong interpersonal and communication skills

Resourcefulness

Flexibility with extended working hours

Education

Minimum a recognized degree/diploma in a relevant field

Job description

Personal Financial Services

We design and provide products and servicesthat empower our customers to enjoy greater banking convenience while theyextract more value from their money. In particular, we are focused on promotingand developing healthy saving and investment practices across generations.

• Beactively involved in understanding the job customers' financial needs aswell as providing them with timely information, advice and recommendationsto fit their banking requirements
• Securesales and cross-sell our wide range of consumer banking and investmentproducts which includes, but not limited to insurance, structureddeposits, and unit trusts
• Deepenrelationships with new and existing customers
• Applydiligence and integrity to ensure proper advisory procedures andmeticulous documentation in compliance with the Bank's internal policies,business processes, and regulatory requirements
• Utilisea combination of the Bank's branch network, tele-consulting and referralsto meet and exceed individual sales targets

Skills and Experience

• Ableto thrive in a fast-paced environment with a passion to excel in a careerin the wealth management industry
• Resourcefuland able to work with minimal supervision
• Flexibilitywith extended working hours
• Stronginterpersonal and communication skills combined with drive and initiative

Education

• Minimuma recognized degree/diploma in a relevant field