Senior Wealth Advisor, Mass‑Affluent Clients

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 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.