Wealth Relationship Manager: Advisory & Growth Leader

uobgroup; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

1011 United Overseas Bank Ltd in Singapore is seeking a Relationship Manager within Wealth Banking. You will render financial advisory to mass-affluent clients, aiming to meet individual sales targets while ensuring compliant, timely processing of sales and documentation.

The role requires a university degree and experience in wealth products, with a capability to engage internal and external clients and to drive advisory outcomes.

Qualifications

• 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.

Responsibilities

• 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)

Skills

Relationship management

Financial advisory

Sales achievement

Client engagement

Regulatory compliance

Education

University degree

Tools

CRM systems

MS Office

Job description

1011 United Overseas Bank Ltd in Singapore is seeking a Relationship Manager within Wealth Banking. You will render financial advisory to mass-affluent clients, aiming to meet individual sales targets while ensuring compliant, timely processing of sales and documentation.

The role requires a university degree and experience in wealth products, with a capability to engage internal and external clients and to drive advisory outcomes.