Senior Officer, Personal Wealth Executive, PFS

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

Job summary

1011 United Overseas Bank Ltd, a leading Singapore bank, is seeking a financial adviser to provide advisory and investment solutions to mass-market clients in Singapore. You will aim to achieve personal sales targets while ensuring accurate and timely completion of the entire sales and compliance process.

The role requires a recognised university degree, a proactive, results-driven mindset, and the ability to engage with internal and external clients and to work with minimal supervision.

Qualifications

• Demonstrated ability to manage relationships with clients and meet sales targets.
• Provide prudent financial advisory and investment solutions.
• Ability to develop and deepen client relationships while adhering to regulatory requirements.

Responsibilities

• Render financial advisory to mass-market customers.
• Achieve individual sales targets and complete sales and compliance processes.
• Develop and deepen relationships with assigned clients and ensure proper documentation.

Skills

Client relationship management

Sales targets achievement

Financial advisory

Education

Bachelor's degree

Job description

Company: 1011 United Overseas Bank Ltd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values - Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description

• responsible for rendering financial advisory to UOB's mass-market customers.
• 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 andregulatory requirements (i.e. FAA and other related statutory Acts)

Job Requirements

• A recognised university degree
• 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

Additional Requirements

• Develop, Engage, Execute, Strategise
• Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.