United Overseas Bank Ltd (UOB)

Relationship Manager, Wealth Banking

United Overseas Bank Ltd (UOB) | Date Posted: 30-Nov-2018
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Job Nature:
Permanent
Qualification:
Diploma

Job Description

Functional area: Personal Financial Services (PFS)
Employment type: Full-time
Job Type: Permanent

Relationship Manager, Wealth Banking
 
You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, 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.
 
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
 
Company Overview
United Overseas Bank Ltd (UOB)