Wealth Advisor for Mass-Affluent Growth

UOB

Singapore

On-site

SGD 60,000 - 90,000

Full time

12 hours ago

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Job summary

United Overseas Bank Limited (UOB) is seeking a Relationship Manager within the Wealth Banking business to provide prudent financial advisory and investment solutions to mass-affluent clients in Singapore. You will develop and deepen client relationships while achieving individual sales targets and ensuring timely completion of the sales and compliance process.

The role requires a recognised university degree, at least 1 year of relevant experience, strong knowledge of wealth management

Qualifications

A recognised university degree.
Minimum 1 year of relevant working experience.
Good knowledge of wealth management & investment products.
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.

Responsibilities

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)