Assistant VP, Relationship Manager, Wealth Banking
1 day ago
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 bee assigned to you
- Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes, and regulatory requirements (ie 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 considred for a more senior position
- Good knowledge of wealth management and investment products
- Results-oriented, dynamic and self driven
- Competent in engaging and managing internal and external clients
- Proven ability to exceed sales target
- Resourceful and able to work with minimal supervision
Tell employers what skills you have
Wealth Management
Microsoft Excel
Financial Planning
Relationship Management
Wealth
Private Banking
Securities
Compliance
Rendering
Communication Skills
Banking
Financial Advisory
Team Player
Regulatory Requirements
KYC
Financial Services
-
Wealth Banking Relationship Manager
1 month ago
Singapore United Overseas Bank Full timeAbout the RoleWe are seeking a skilled and experienced Relationship Manager to join our Wealth Banking team. As a key member of our team, you will be responsible for providing financial advisory services to our mass-affluent clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide expert financial advisory services to...
-
Wealth Banking Relationship Manager
3 weeks ago
Singapore United Overseas Bank Full timeAbout the RoleWe are seeking a skilled and experienced Relationship Manager to join our Wealth Banking team. As a key member of our team, you will be responsible for providing financial advisory services to our mass-affluent clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide expert financial advisory services to...
-
Wealth Management
2 weeks ago
Singapore BNP Paribas Wealth Management Full timePosition Purpose Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis Manage existing and new client relationships in a thoroughly professional manner with the full support of management and in line with the professional ethics and guidelines established by BNP Paribas from time to time Direct...
-
Wealth Banking Relationship Manager
1 week ago
Singapore United Overseas Bank Full timeAbout the RoleThe Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory...
-
Singapore UNITED OVERSEAS BANK LIMITED Full timeRoles & ResponsibilitiesYou 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 targets while ensuring accurate and timely completion of the entire sales...
-
Wealth Banking Relationship Manager
7 days ago
Singapore United Overseas Bank Full timeWealth Banking Relationship ManagerAs a seasoned financial professional, you will be part of a team that provides personal and business banking customers with financial solutions tailored to their needs. Your role will be to render financial advisory to UOB's mass-affluent customers, achieving individual sales targets while ensuring accurate and timely...
-
Wealth Management Professional
2 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis. You will manage existing and new client relationships in a professional manner, with the full support of management and in line with the professional...
-
Corporate Banking Relationship Manager, VP
3 weeks ago
Singapore Recruit Avenue Full timeJob SummaryWe are seeking a highly skilled Corporate Banking Relationship Manager, VP to join our team at Recruit Avenue. As a key member of our corporate banking team, you will be responsible for cultivating and managing relationships with corporate clients in Singapore and the regional market.Key ResponsibilitiesCultivate and Manage Relationships: Develop...
-
Wealth Management Professional
2 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob Title: Wealth Management ProfessionalBNP Paribas Wealth Management is seeking a highly skilled and experienced Wealth Management Professional to join our team.Key Responsibilities:Contribute to the team's performance, achieving efficiency, risk control, and promoting team spirit and professionalism.Identify, originate, develop, and maintain Wealth...
-
Singapore United Overseas Bank Full timeManager/ AVP, Wealth Banking Relationship Manager Posting Date: 25 Sep 2024 Location: Singapore, SG Company: 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...
-
Singapore United Overseas Bank Full timeManager/ AVP, Wealth Banking Relationship Manager Posting Date: 24 Oct 2024 Location: Singapore, SG Company: 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...
-
Wealth Management Professional
1 week ago
Singapore BNP Paribas Wealth Management Full timeJob SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships...
-
Premier Wealth Relationship Manager
3 months ago
Singapore HSBC Full timeJob description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
-
Wealth Management Professional
2 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob Title: Wealth ManagementBNP Paribas Wealth Management is seeking a skilled and experienced Wealth Management professional to join our team.Key Responsibilities:Develop and maintain strong relationships with high net worth clients, providing personalized wealth management solutions and advice.Manage client portfolios, ensuring alignment with their...
-
Assistant VP
4 weeks ago
Singapore United Overseas Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Assistant VP to join our team at United Overseas Bank. As a key member of our Private Bank, you will be responsible for delivering exceptional client experiences and providing tailored financial solutions to high-net-worth individuals.Key ResponsibilitiesProcess client transactions and provide...
-
Senior Relationship Manager
3 weeks ago
Singapore Sumitomo Mitsui Banking Corporation Full timeJob Title: VP Relationship Manager Job Summary: We are seeking a highly experienced and skilled VP Relationship Manager to join our team at Sumitomo Mitsui Banking Corporation. As a key member of our global banking team, you will be responsible for building and maintaining strong relationships with our clients, driving business growth, and delivering...
-
Relationship Manager
2 weeks ago
Singapore Fargo Wealth Group Limited Full time**Key Responsibilities:** 1. **Client Acquisition and Relationship Management:** • Develop and maintain strong relationships with high net worth (HNW) and ultra high net worth (UHNW) clients in the Asia market. • Provide personalized financial and investment advice to clients, ensuring alignment with their financial objectives. 2. **Business Development...
-
Relationship Manager
1 month ago
Singapore Fargo Wealth Group Limited Full timeKey Responsibilities:As a Relationship Manager at Fargo Wealth Group Limited, you will be responsible for developing and managing strong relationships with high net worth (HNW) and ultra high net worth (UHNW) clients in the Asia market.Client Relationship Management:Develop and maintain strong relationships with HNW and UHNW clients, providing personalized...
-
Singapore United Overseas Bank Full timeAssistant VP/Manager, Business Relationship Manager, Business Banking Posting Date: 28 Sep 2024 Location: Singapore, SG Company: 3677 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...
-
Singapore United Overseas Bank Full timeAssistant VP/Manager, Business Relationship Manager, Business Banking Posting Date: 27 Oct 2024 Location: Singapore, SG Company: 3677 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...