Wealth Banking Relationship Manager
1 month ago
As a seasoned financial professional, you will be part of a team that provides personal and business banking customers with financial solutions tailored to their needs. Your role will be to render financial advisory to UOB's mass-affluent customers, achieving individual sales targets while ensuring accurate and timely completion of the sales and compliance process.
Key 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
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 achieve 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 more than 80 years, guided by our values - 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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