Wealth Relationship Manager & Advisor

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

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.