Assistant VP, Relationship Manager, Wealth Banking

2 weeks ago


Singapore United Overseas Bank Limited Full time

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

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