Senior Officer, Personal Wealth Executive, PFS - United Overseas Bank

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

Job summary

A leading bank in Asia is seeking a Personal Wealth Executive in Singapore. You will provide financial advisory services to mass-market customers, achieve sales targets, and develop client relationships while ensuring compliance with bank policies. Ideal candidates are results-oriented, dynamic, and have a recognised university degree. Competitive compensation and a supportive work environment are offered.

Qualifications

• Dynamic, self-driven, and results-oriented personality.
• Capabilities to manage and engage internal and external clients.
• Proven sales target achievement.

Responsibilities

• Render financial advisory to mass-market customers.
• Achieve sales targets while completing necessary processes.
• Provide investment solutions to clients.
• Deepen relationships with assigned clients.
• Ensure compliance with internal policies and regulations.

Skills

Sales proficiency

Client relationship management

Financial advisory skills

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 and regulatory 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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