Wealth Banking Relationship Manager, PFS

1011 United Overseas Bank Ltd; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

United Overseas Bank Ltd (UOB) is seeking a Relationship Manager in Wealth Banking to advise mass-affluent clients and grow the client base in Singapore. You will deliver prudent financial guidance, craft investment solutions, and manage end-to-end sales and compliance processes while achieving your individual targets.

The role requires a degree and 1+ year of advisory experience in financial services. The ideal candidate is client-focused, results-driven, and capable of building lasting

Qualifications

• A recognised university degree.
• At least 1 year of relevant financial advisory experience in banking/finance.
• Good knowledge of wealth management and investment products.
• Results-oriented, dynamic and self-driven.
• Capable of engaging and managing internal and external clients.
• Proven ability to achieve sales targets.
• Resourceful and able to work with minimal supervision.

Responsibilities

• Provide prudent financial advisory and investment solutions to meet client needs.
• Develop and deepen relationships with assigned clients.
• Ensure compliant advisory procedures and documentation per internal policies.

Skills

Wealth management

Sales target

Client engagement

Financial advisory

Self-motivated

Communication

Education

University degree

Job description

Company: 1011 United Overseas Bank Ltd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.

• 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)

Job Requirements

• A recognised university degree
• At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considered for a more senior position
• 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

Additional Requirements

• Develop, Engage, Execute, Strategise Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

Career Site: UOB Career site