Wealth Banking Relationship Manager

United Overseas Bank; Singapore; On-site; SGD 48,000 - 90,000; Full time

Job summary

United Overseas Bank’s Personal Financial Services team in Singapore seeks a client-focused advisor to understand customers’ financial needs and provide timely information, advice and product recommendations across banking and investment options.

You will deepen relationships, drive compliant advisory processes, and use branch networks and referrals to meet and exceed sales targets while delivering excellent service in a fast-paced wealth management environment.

Qualifications

• Understand customers' financial needs and provide timely information and recommendations.
• Secure cross-sell of consumer banking and investment products.
• Maintain compliance with internal policies and regulatory requirements.
• Build and deepen relationships with customers.

Responsibilities

• Understand customers' financial needs and provide timely information, advice and recommendations.
• Cross-sell products including insurance, structured deposits, and unit trusts.
• Deepen relationships with new and existing customers.
• Utilize branch network, tele-consulting and referrals to meet and exceed individual sales targets.

Skills

Fast-paced environment

Wealth management

Resourceful

Independent work

Extended hours

Interpersonal skills

Education

Degree or 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