Wealth Banking Relationship Manager

1 month ago


Singapore United Overseas Bank Full time
Wealth Banking Relationship Manager

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.

  • Singapore United Overseas Bank Full time

    Wealth Banking Relationship ManagerAt United Overseas Bank, we are seeking a highly skilled Wealth Banking Relationship Manager to join our team.About the RoleYou will be responsible for providing financial advisory services to our mass-affluent customers and developing deep relationships with them.Provide prudent financial advisory and investment solutions...

  • Wealth Management

    2 months ago


    Singapore BNP Paribas Wealth Management Full time

    Position Purpose Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis Manage existing and new client relationships in a thoroughly professional manner with the full support of management and in line with the professional ethics and guidelines established by BNP Paribas from time to time Direct...


  • Singapore UNITED OVERSEAS BANK LIMITED Full time

    Roles & ResponsibilitiesYou will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales targets while ensuring accurate and timely completion of the entire sales...


  • Singapore BNP Paribas Wealth Management Full time

    Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis. You will manage existing and new client relationships in a professional manner, with the full support of management and in line with the professional...


  • Singapore BNP Paribas Wealth Management Full time

    Job Summary: We are seeking a highly skilled and experienced Wealth Management professional to join our team at BNP Paribas Wealth Management. As a key member of our team, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis.Key Responsibilities:Client Relationship Management: Develop and...


  • Singapore BNP Paribas Wealth Management Full time

    Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships...


  • Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Singapore BNP Paribas Wealth Management Full time

    Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships...

  • Wealth Manager

    3 weeks ago


    Singapore STRATEGIC WEALTH MARKETING PTE. LTD. Full time

    Roles & ResponsibilitiesWealth ManagerReports To:DirectorJob Overview:The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good...

  • Relationship Manager

    1 month ago


    Singapore Fargo Wealth Group Limited Full time

    **Key Responsibilities:** 1. **Client Acquisition and Relationship Management:** • Develop and maintain strong relationships with high net worth (HNW) and ultra high net worth (UHNW) clients in the Asia market. • Provide personalized financial and investment advice to clients, ensuring alignment with their financial objectives. 2. **Business Development...


  • Singapore United Overseas Bank Full time

    Manager/ AVP, Wealth Banking Relationship Manager Posting Date: 24 Oct 2024 Location: Singapore, SG Company: United Overseas Bank Ltd 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 in Asia Pacific, Europe and North America. In Asia, we...


  • Singapore UNITED OVERSEAS BANK LIMITED Full time

    Roles & ResponsibilitiesYou will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales...


  • Singapore Indosuez Wealth Management Full time

    Client Service Officer - Wealth Management M/F Business type Types of Jobs - Sales / Customer Service Job title Client Service Officer - Wealth Management M/F Contract type Permanent Contract Job summary As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His...


  • Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Singapore BANK OF CHINA LIMITED Full time

    Roles & ResponsibilitiesResponsibilitiesWe are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Prestigious Wealth Management Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on...


  • Singapore HL BANK Full time

    Roles & ResponsibilitiesThe Relationship Manager is the primary point of contact between the clients and the Bank. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private wealth clients. This includes the delivery of comprehensive wealth management solutions to meet clients’ needs.At HL Bank, we are...


  • Singapore Fargo Wealth Group Limited Full time

    Fargo Wealth Group Limited is seeking a highly skilled and experienced Executive Relationship Manager to join our team in the Asia market.About the Role:As an Executive Relationship Manager, you will be responsible for developing and managing strong relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients across the Asia market. This...


  • Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Singapore UPPER SPRING CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesWe are representing our client, established Asian bank, to look for Private Banking Relationship Managers to complement the existing team in Singapore branch.Responsibilities Prospect new Private Banking clients and secure new relationships, and meet the assigned targets. Grow Net New Money and Asset under Management. Work closely...