Wealth Management Specialist

1 week ago


Singapore United Overseas Bank Full time
Job Summary

We are seeking a highly skilled Wealth Management Specialist to join our team at United Overseas Bank. As a key member of our Privilege Banking department, you will be responsible for developing and growing our relationships with affluent and high net worth clients.

Key Responsibilities
  • Provide financial advisory services and appropriate financial and investment solutions to our clients.
  • Develop and maintain long-term relationships with clients, providing timely information, advice, and recommendations.
  • Ensure proper advisory procedures and documentation while adhering to bank policies and regulatory requirements.

Requirements
  • A recognized university degree.
  • At least 3-8 years of experience in banking or financial services, with a proven track record in financial product sales.
  • Strong advisory skills and good product knowledge of wealth management and investment products.
  • Self-motivated with strong sales drive and energy.


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