Retail Relationship Manager

1 month ago


Singapore United Overseas Bank Full time

Retail Relationship Manager

You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Retail function, 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 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 (i.e. FAA and other related statutory Acts)

Requirements:

  • A recognised university degree
  • At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considered for a more senior position
  • 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
  • Resourceful and able to work with minimal supervision

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.

Personal Financial Services:

We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

Wealth Banking:

Read more on Wealth Banking here :



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