Wealth Banking Relationship Advisor

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

UNITED OVERSEAS BANK LIMITED is seeking a Personal Financial Services professional in Singapore to understand customers' financial needs and provide timely advice while promoting a broad range of banking and investment products. You will deepen relationships with both new and existing customers, ensuring compliant, well-documented advisory processes.

The role requires strong interpersonal skills, the ability to work with minimal supervision, and flexibility for extended hours in a fast-paced

Qualifications

• Thrives in a fast-paced wealth management career (customer focus).
• Able to work with minimal supervision.
• Flexibility with extended working hours.
• Strong interpersonal and communication skills.

Responsibilities

• Understand customers' financial needs and provide timely information, advice and recommendations.
• Secure sales and cross-sell banking and investment products (insurance, structured deposits, unit trusts).
• Deepen relationships with new and existing customers.
• Ensure proper advisory procedures and meticulous documentation in compliance with policies and regulatory requirements.
• Utilize branch network, tele-consulting and referrals to meet and exceed sales targets.

Education

Minimum a recognized degree/diploma in a relevant field

Job description

UNITED OVERSEAS BANK LIMITED is seeking a Personal Financial Services professional in Singapore to understand customers' financial needs and provide timely advice while promoting a broad range of banking and investment products. You will deepen relationships with both new and existing customers, ensuring compliant, well-documented advisory processes.

The role requires strong interpersonal skills, the ability to work with minimal supervision, and flexibility for extended hours in a fast-paced