Unlock Your Career Potential as a Wealth Strategist
1 week ago
At United Overseas Bank, we are committed to helping our clients achieve their financial goals. As a Wealth Strategy Executive, you will play a critical role in providing expert financial advice and investment solutions to our mass-market customers.
About the Role
This is an exciting opportunity for a driven individual who enjoys front-line sales and is motivated by rewards and recognition. With a structured training program, you will be equipped with the skills and knowledge needed to create distinctive banking experiences for our clients and provide expert financial advice on their wealth journey.
Key Responsibilities
Your key responsibilities will include:
- Providing prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB's clients
- Developing and deepening relationships with clients who have been assigned to you
- Ensuring proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes, and regulatory requirements
Requirements
To be successful in this role, you will need:
- A recognised university degree
- Results-oriented, dynamic, and self-driven
- Competent in engaging and managing internal and external clients
- Proven ability to achieve sales targets
- Resourceful and able to work with minimal supervision
What We Offer
In addition to a competitive salary, you can expect a range of benefits including:
- Ongoing training and development opportunities
- Collaborative and supportive team environment
- Opportunities for career growth and advancement
Estimated Salary: $60,000 - $80,000 per annum
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