Senior Officer, Personal Wealth Executive, PFS
United Overseas Bank Ltd
Apply to this jobAbout 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.
Job Description
As a Personal Wealth Executive within the Personal Banking business, you will be:
responsible for rendering financial advisory to UOB's mass-market customers.
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 andregulatory 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 target
Resourceful and able to work with minimal supervision
Additional Requirements
Develop, Engage, Execute, StrategiseBe a Part of the 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.
Apply now and make a Difference
Summary
Provide financial advisory, manage client relationships, and meet sales targets in wealth management.
Job title
Senior Officer, Personal Wealth Executive, PFS
Experience level
null
Industry
banking
Location requirements
Central Region (City Area), no remote work specified.
Salary
Not specified
Management role
No
Required skills
Preferred skills
Specializations
Structured locations inferred from the posting.
Unknown location