Senior Officer, Personal Wealth Executive, PFS

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 100,000 - 125,000; Full time

Job summary

A leading bank in Asia seeks a Personal Wealth Executive in Singapore to deliver financial advisory services to mass-market customers. You will be responsible for achieving sales targets while providing tailored financial planning solutions. Your role includes developing client relationships and ensuring adherence to regulatory requirements. Candidates must hold a recognized university degree and possess strong client engagement skills. Join our team for a fulfilling career with opportunities for growth.

Qualifications

• Results-oriented, dynamic, and self-driven.
• Proven ability to engage and manage clients.
• Ability to achieve sales targets consistently.

Responsibilities

• Provide financial advisory to mass-market customers.
• Achieve individual sales targets while maintaining compliance.
• Develop and deepen client relationships.

Skills

Results-oriented

Dynamic

Self-driven

Client engagement

Sales target achievement

Education

Recognised university degree

Job description

About UOB

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

As a Personal Wealth Executive within the Personal Banking business, you will be:

• 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.

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