UOB Singapore - Personal Wealth Management Executive

Hunters International Sdn Bhd; Singapore; On-site; SGD 43,000 - 51,000; Full time

Benefits offered by this job

Attractive Incentive Scheme

Job summary

Hunters International Sdn Bhd is seeking a capable Banking Relationship Manager in Singapore to build and manage client relationships, identify financial needs, and recommend suitable products. You will grow a client portfolio, meet revenue targets, and proactively acquire new customers through networking.

The role requires a Bachelor's degree, strong communication skills, and the ability to work independently in a fast-paced environment. Based in Singapore with English and Mandarin proficiency.

Qualifications

• Bachelor’s degree in any field is required.
• Prior experience in relationship management, sales, or customer service is advantageous.
• Strong interpersonal and communication skills are essential.
• Proven ability to meet sales and business development targets.
• Customer-focused with analytical and problem-solving abilities.
• Self-motivated, proactive, and able to work independently in a fast-paced environment.
• Good knowledge of banking products and financial services is preferred.

Responsibilities

• Build, develop, and maintain strong relationships with clients.
• Identify clients' financial needs and recommend suitable banking products.
• Manage and grow a portfolio to achieve business and revenue targets.
• Proactively acquire new customers through networking and referrals.
• Provide professional financial advice and deliver excellent customer service.
• Cross-sell and up-sell banking products where applicable.
• Conduct regular client reviews to ensure objectives are met.
• Ensure compliance with regulatory requirements and internal policies.
• Prepare and maintain accurate client records and documentation.
• Collaborate with internal stakeholders to deliver banking solutions.
• Stay updated on banking products, market trends, and industry developments.

Skills

Relationship management

Sales targets

Customer service

Communication

Analytical skills

Independent work

MS Office

Education

Bachelor's degree (any field)

Tools

Microsoft Office

Job description

Exciting opportunity to build your banking career with a top-tier regional bank headquartered in Singapore

Job Responsibilities

• Build, develop, and maintain strong relationships with new and existing clients.
• Identify clients' financial needs and recommend suitable banking products and services.
• Manage and grow a portfolio of clients to achieve business and revenue targets.
• Proactively acquire new customers through networking, referrals, and business development activities.
• Provide professional financial advice and deliver excellent customer service.
• Cross-sell and up-sell banking products such as deposits, loans, investments, insurance, and wealth management solutions where applicable.
• Conduct regular client reviews to ensure clients' financial objectives are met.
• Ensure compliance with regulatory requirements, internal policies, and banking procedures.
• Prepare and maintain accurate client records and documentation.
• Collaborate with internal stakeholders to deliver appropriate banking solutions.
• Stay updated on banking products, market trends, and industry developments.

Job Requirements

• Bachelor's Degree in any field.
• Prior experience in relationship management, sales, business development, customer service, or the banking/financial services industry is an advantage.
• Strong interpersonal, communication, and relationship-building skills.
• Proven ability to achieve sales and business development targets.
• Customer-focused with strong analytical and problem-solving abilities.
• Self-motivated, proactive, and able to work independently in a fast-paced environment.
• Good knowledge of banking products and financial services is preferred.
• Proficient in Microsoft Office applications.
• Willing to be based in Singapore.
• Language required: English, Mandarin

Location

Singapore

Remuneration Package:

SGD 3,800 (Basic) + SGD 400 (Fixed Allowances) + Attractive Incentive Scheme

Consultant In-charge:

Dayna|[e-mail]