Financial Services Manager

1 month ago


Singapur, Singapore United Overseas Bank Full time

About the Role

The successful candidate will be responsible for providing financial advisory and investment solutions to UOB's mass-affluent customers. This will involve developing and deepening relationships with clients, ensuring proper advisory procedures and documentation, and adhering to the Bank's internal policies and regulatory requirements.

Key Responsibilities

  • Provide 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 been assigned to you
  • Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies and regulatory requirements

Requirements

  • A recognised university degree
  • At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors
  • 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

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. Our history spans over 80 years, and we have been guided by our values of Honorable, Enterprising, United and Committed. We strive to do what is right, build for the future, work as one team, and pursue long-term success.



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