Client Advisory Manager
1 month ago
Wealth Banking Relationship Manager
United Overseas Bank Limited is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories.
We operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, and Thailand, as well as branches and offices.
Our history spans more than 80 years. We have been guided by our values — Honorable, Enterprising, United, and Committed.
This means we always strive to do what is right, build for the future, work as one team, and pursue long-term success.
About the Department
The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs.
We help them manage their money wisely and meet their financial goals through an extensive range of products and services.
Job Responsibilities
- 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 been assigned to you.
- Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes, and regulatory requirements.
Job 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 & investment products.
- Results-oriented, dynamic, and self-driven.
- Competent in engaging and managing internal and external clients.
- Proven ability to exceed sales target.
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