Manager, Wealth Banking Relationship Manager

UNITED OVERSEAS BANK LIMITED

Islandwide, Singapore
Not specified (suggested "hybrid" based on industry norms).
Financial advisory to mass-affluent customers
Achieve individual sales targets
Adhere to faa and regulatory requirements
United Overseas Bank Limited is seeking a Manager, Wealth Banking Relationship Manager to provide financial advisory services to its mass-affluent customers in Singapore. The role requires a strong focus on achieving sales targets while ensuring compliance with regulatory requirements

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 achieving individual sales targets while ensuring accurate and timely completion of the entire sales and compliance process.
  • Candidates must develop deep relationships with assigned clients and provide prudent investment solutions meeting their financial planning needs.

Matching Summary

Match Score: 85

United Overseas Bank Limited is seeking a Manager, Wealth Banking Relationship Manager to provide financial advisory services to its mass-affluent customers in Singapore. The role requires a strong focus on achieving sales targets while ensuring compliance with regulatory requirements.

Skills & Requirements

Must-have

  • Financial advisory to mass-affluent customers
  • Achieve individual sales targets
  • Adhere to FAA and regulatory requirements

Nice-to-have

  • Results-oriented and self-driven
  • Resourceful with minimal supervision
  • Dynamic client engagement skills

Key Requirements

  • Recognized university degree
  • At least 1 year of relevant financial advisory experience
  • Good knowledge of wealth management and investment products

Work Rights

Not specified

Tailored Resume

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