United Overseas Bank Ltd. | VP, Portfolio Counsellor, Group Retail
4 weeks ago
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.
Job Responsibilities
Manage and drive Wealth revenue – This includes Investment and Treasury products
Provision of expertise and advisory to sales representatives and Customers on wealth related products
Acquire new to wealth businesses for the Bank
Sales Performance Targets
Responsible for achieving individual targets
Cross sell and up sell to grow key product portfolio
Minimise attrition of port to competitors
Coaching of sales representatives weak in this product field
Enhance Customer Satisfaction and Retention
Enhance customer service by providing specialised expertise required in managing wealth related products
Understand customers’ financial profile and needs to develop strategies for customer’s requirements
Retain high net worth customers through attentive customer care and consultative approach to sophisticated demands
Acquire all the necessary qualifications and credentials
Conduct market updates and briefings
Conduct regular product and selling workshops
Proactive participation in Customer workshops, seminars and marketing events
Participation in the UOB’s Sales Leaders Activities
Upholding of Bank’s mission and core values
Adherence to Bank’s internal policies, business processes and regulatory requirements including compliance with FAA and related Acts
Job Requirements
A recognized tertiary education
Professional certifications such as Chartered Financial Analyst, Certified Financial Planner or other relevant international investment certifications, e.g. US series 6, etc. will be advantageous
5 years of experience in investment advisory, preferably in the capacity of a banking sale professional or in an asset management environment
Passion for investment business
Strong interpersonal & coaching skills
Possess relevant accreditation (M5, M8, M8A) would be preferred
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.
#J-18808-Ljbffr
-
Singapore United Overseas Bank Ltd. Full timeAssistant VP, Risk Analytics and Modelling, Group Retail Location: Raffles (City Area), SG, 048624Company: 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...
-
Singapore United Overseas Bank Ltd. Full timeAssistant VP, Credit Analyst, Group Corporate Banking 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...
-
Singapore United Overseas Bank Full timeVP, Business Development and Support Manager, Cards & Payments Product Group Retail Posting Date: 22-May-2023Location: Singapore (City Area), Singapore, 048624Company: 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...
-
Singapore United Overseas Bank Ltd. Full timeVP, KYC Review Team, Group COO, Retail Location: Raffles (City Area), SG, 048624Company: 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...
-
United Overseas Bank Ltd. | VP, Group Legal
4 weeks ago
Singapore United Overseas Bank Ltd. Full timeVP, Group Legal & Secretariat 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...
-
United Overseas Bank Ltd. | First VP
2 days ago
Singapore United Overseas Bank Ltd. Full timeFirst VP / Senior VP, Group Secretariat / Company Secretary Posting Date: 29 Sep 2024Location: Singapore 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 Ltd. Full timeFirst VP, Trade Product Management, Group Transaction Banking Posting Date: 4 Oct 2024Location: Singapore, 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...
-
Singapore United Overseas Bank Ltd. Full timeVP, Trade Product Management, Group Transaction Banking Posting Date: 21 Sep 2024Location: Singapore (City Area), Singapore, SG, 048624Company: 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...
-
Singapore United Overseas Bank Ltd. Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: VP. Risk Controls and Governance, Group Wholesale Banking Location: Singapore (City Area), 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...
-
Singapore United Overseas Bank Ltd. Full timeAssistant VP, Credit Control Retail, Group Technology & Ops Posting Date: 3 Oct 2024Location: Singapore (City Area), Singapore, SG, 048624Company: 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...
-
Singapore United Overseas Bank Full timeAssistant VP, Watchlist Administration Company: United Overseas Bank Ltd Location: Singapore, SG Posting Date: 7 Jan 2025Type: Permanent Salary: Competitive 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...
-
United Overseas Bank Ltd. | VP
2 days ago
Singapore United Overseas Bank Ltd. Full timeVP / Assistant VP, Trade Support, Private Bank Posting Date: 17 Oct 2024Location: Raffles (City Area), Singapore, SG, 048624Company: 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...
-
Singapore United Overseas Bank Full timeAssistant VP, Structured Trade Operations Control, Group Technology & Ops Assistant VP, Structured Trade Operations Control, Group Technology & Ops Assistant VP, Structured Trade Operations Control, Group Technology & Ops Assistant VP, Structured Trade Operations Control, Group Technology & Ops Posting Date: 4 Dec 2024Location: Singapore (City Area),...
-
Singapore United Overseas Bank Ltd. Full timeAssistant VP, Digital Analyst, Group TMRW Posting Date: 4 Sep 2024Location: Singapore (City Area), SG, 048624Company: 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,...
-
United Overseas Bank Ltd. | VP, Industry
2 weeks ago
Singapore United Overseas Bank Ltd. Full timeVP, Industry / Credit Research, Group Risk Management 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...
-
United Overseas Bank Limited
14 hours ago
Singapore United Overseas Bank Limited (UOB) Full timeVP / Assistant VP, Credit Control Retail, Group Technology & Ops Posting Date: 6 Oct 2024Location: Singapore (City Area), Singapore, SG, 048624Company: 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,...
-
Singapore United Overseas Bank Full timeSenior VP, Financial Supply Chain Management Product Manager, Group Transaction Banking Posting Date: 26 Dec 2024Location: Singapore, 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...
-
Singapore United Overseas Bank Ltd. Full timeVP, Customer Care Management Fraud, Group Retail COO and Customer Service Excellence Location: Raffles (City Area), SG, 048624Company: 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...
-
United Overseas Bank Ltd. | VP, Industry
4 weeks ago
Singapore United Overseas Bank Ltd. Full timeVP, Industry / Credit Research, Group Risk Management 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...
-
Singapore United Overseas Bank Ltd. Full timeSenior VP, C360 Program Manager, Group Retail & Channels T&O Posting Date: 24 Sep 2024Location: 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. Our...
