Wealth Relationship Manager, Mass-Affluent Banking

UOB; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

United Overseas Bank Limited (UOB) is seeking a Relationship Manager within Wealth Banking in Singapore to render financial advisory and investment solutions to mass-affluent clients. The role focuses on achieving individual sales targets while ensuring timely completion of the sales and compliance process.

You will develop and deepen relationships with clients, provide prudent advisory and investment options, and adhere to FAA and related regulatory acts through proper documentation and

Qualifications

• A recognised university degree.
• Minimum 3 years of relevant experience in banking/financial services preferred.
• Strong knowledge of wealth management and investment products.
• Proven ability to achieve sales targets and build client relationships.

Responsibilities

• Provide prudent financial advisory and investment solutions to clients.
• Develop and deepen relationships with assigned clients.
• Ensure advisory procedures and documentation comply with internal policies and regulations.

Skills

Wealth management knowledge

Investment products

Sales target achievement

Interpersonal skills

Education

Bachelor's degree or equivalent

Job description

United Overseas Bank Limited (UOB) is seeking a Relationship Manager within Wealth Banking in Singapore to render financial advisory and investment solutions to mass-affluent clients. The role focuses on achieving individual sales targets while ensuring timely completion of the sales and compliance process.

You will develop and deepen relationships with clients, provide prudent advisory and investment options, and adhere to FAA and related regulatory acts through proper documentation and