Financial Services Specialist
1 day ago
About the Role
We are seeking a highly skilled and experienced Financial Services Specialist to join our team at United Overseas Bank. As a key member of our Privilege Banking team, you will be responsible for providing exceptional financial advisory services to our affluent and high net worth clients in Singapore.
Key Responsibilities
- Develop and maintain long-term relationships with clients, providing tailored financial solutions and advice to meet their needs.
- Stay up-to-date with market trends and regulatory changes, ensuring that clients receive the best possible advice and guidance.
- Collaborate with internal stakeholders to deliver seamless client experiences and drive business growth.
- Conduct regular reviews and assessments to ensure clients are on track to meet their financial goals.
- Stay organized and manage multiple client relationships simultaneously, prioritizing tasks and deadlines to meet business objectives.
Requirements
- Minimum 3-5 years of experience in the Banking/Financial industry, with a proven track record of success in financial product sales.
- Strong knowledge of wealth management and investment products, with the ability to communicate complex concepts to clients.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
- Self-motivated and results-driven, with a strong desire to succeed in a fast-paced and dynamic environment.
About United Overseas Bank
United Overseas Bank is a leading bank in Asia with a global network of over 500 branches and offices. We are committed to delivering exceptional customer service and building long-term relationships with our clients. If you are a motivated and experienced Financial Services Specialist looking for a new challenge, we encourage you to apply for this exciting opportunity.
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