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
