Wealth Banking Relationship Manager

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

Personal Financial Services

We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

• Be actively involved in understanding the job customers' financial needs as well as providing them with timely information, advice and recommendations to fit their banking requirements
• Secure sales and cross-sell our wide range of consumer banking and investment products which includes, but not limited to insurance, structured deposits, and unit trusts
• Deepen relationships with new and existing customers
• Apply diligence and integrity to ensure proper advisory procedures and meticulous documentation in compliance with the Bank's internal policies, business processes, and regulatory requirements
• Utilise a combination of the Bank's branch network, tele-consulting and referrals to meet and exceed individual sales targets

Skills and Experience

• Able to thrive in a fast-paced environment with a passion to excel in a career in the wealth management industry
• Resourceful and able to work with minimal supervision
• Flexibility with extended working hours
• Strong interpersonal and communication skills combined with drive and initiative

Education

• Minimum a recognized degree/diploma in a relevant field