Senior Financial Advisor

1 month ago


Singapur, Singapore United Overseas Bank Full time

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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