Senior Officer, Personal Wealth Executive

Senior Officer, Personal Wealth Executive Posting Date: 27 Aug 2024 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. 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, including deposit, insurance, secured and unsecured loans, investment and wealth advisory services. 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 targets 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. J-18808-Ljbffr

Location: North East, SG

Posted Date: 5/1/2025