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UNITED OVERSEAS BANK LIMITED

Manager, Wealth Banking Relationship Manager

Manager Permanent 1 年以上經驗

月薪

$3,800 – $5,000

發布時間

2026年4月6日

截止 2026年5月6日

技能

Financial and Investment PlanningWealth Managementrelationships with internal clientsFinancial ManagementFinancial PlanningSelf-drivenResults OrientedSupervisionFinancial AdvisoryBusiness ProcessRegulatory Requirementssenior sales position

職位描述

Roles& Responsibilities:

Youwill be part of a team of seasoned financial professionals. As a RelationshipManager within the Wealth Banking business, you will be responsible forrendering financial advisory to UOB's mass-affluent customers. You are expectedto achieve individual sales target while ensuring accurate and timelycompletion 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 (ie FAA and other related statutory Acts)

JobRequirements

  • A recognized 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 and 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