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SO, Personal Wealth Executive, PFS

1 week ago

Singapore United Overseas Bank Ltd. Full time

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 operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
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. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory 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.
Jumpstart and embark on a banking career with UOB today
We are looking for driven individuals who...
Enjoy front line sales
Are motivated by rewards & recognition
Desire fast track career progression
With a structured training program provided, you will...
Provide expert financial advice on our clients' wealth journey
Leverage on our Bank's network to meet and achieve sales targets
Job Responsibilities
As a Personal Wealth Executive within the Personal Banking business, you will be responsible for rendering financial advisory to UOB's mass-market customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.
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)
Job Requirements
A recognised university degree
Results-oriented, dynamic and self-driven
Competent in engaging and managing internal and external clients
Proven ability to achieve sales targets
Resourceful and able to work with minimal supervision
Be a part of UOB Family
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
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