United Overseas Bank Limited is seeking an Assistant VP, Wealth Banking Relationship Manager to provide financial advisory services to mass-affluent customers in Singapore. The role requires achieving sales targets while ensuring compliance with internal and regulatory standards
Job Summary
You will be part of a team of seasoned financial professionals responsible for rendering financial advisory to UOB's mass-affluent customers.
The role requires developing and deepening relationships with assigned clients while ensuring accurate completion of the entire sales and compliance process.
Candidates must provide prudent investment solutions that meet client financial planning needs while adhering to strict bank policies and statutory Acts.
Matching Summary
Match Score: 85
United Overseas Bank Limited is seeking an Assistant VP, Wealth Banking Relationship Manager to provide financial advisory services to mass-affluent customers in Singapore. The role requires achieving sales targets while ensuring compliance with internal and regulatory standards.
Skills & Requirements
Must-have
Financial advisory to mass-affluent customers
Achieve individual sales targets
Knowledge of wealth management products
Adhere to FAA and regulatory requirements
Nice-to-have
Results-oriented and self-driven approach
Ability to work with minimal supervision
Dynamic engagement with internal clients
Key Requirements
Recognized university degree
At least 1 year of relevant financial advisory experience
Experience in banking and/or financial services sectors