Senior Officer, Personal Wealth Executive

UOB; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

United Overseas Bank Limited (UOB) is seeking a Relationship Manager within the Wealth Banking business to provide financial advisory to mass-affluent clients and to achieve individual sales targets while ensuring timely completion of the sales and compliance process.

You will be part of a team of seasoned professionals, developing relationships with clients and providing investment solutions while adhering to internal policies and regulatory requirements.

Qualifications

• A recognised university degree.
• Minimum 1 year of relevant experience. Banking background advantageous but not required.
• Strong knowledge of wealth management and investment products.

Responsibilities

• Provide prudent financial advisory and investment solutions to meet clients’ needs.
• Develop and deepen relationships with assigned clients.
• Ensure advisory procedures and documentation comply with internal policies and regulatory requirements (FAA and related acts).

Skills

Relationship management

Financial advisory

Wealth management

Sales target

Education

University 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