Senior Financial Advisor
1 month ago
Wealth Banking Relationship Manager
At United Overseas Bank, we are seeking a skilled Wealth Banking Relationship Manager to join our team. As a key member of our Wealth Banking business, you will be responsible for providing financial advisory services to our mass-affluent customers.
Key Responsibilities:
- Provide financial advisory and investment solutions to meet the financial planning needs of our clients
- Develop and deepen relationships with assigned clients
- Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies and regulatory requirements
Requirements:
- A recognised university degree
- At least 1 year of relevant financial advisory experience 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
- Resourceful and able to work with minimal supervision
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