Hybrid (based on the need for both in-branch and tele-consulting)
Understanding customer financial needs
Cross-selling banking products
Compliance with regulatory requirements
The job posting is for a Manager, Personal Wealth Manager at United Overseas Bank Limited, focusing on providing financial services and products to enhance customer banking experiences. The role involves understanding customer financial needs, promoting savings and investment practices, and achieving sales targets while adhering to compliance standards
Job Summary
The role focuses on empowering customers to enjoy greater banking convenience while extracting more value from their money.
Employees are expected to secure sales and cross-sell a wide range of consumer banking and investment products including insurance and unit trusts.
Success requires utilizing the bank's branch network, tele-consulting, and referrals to meet and exceed individual sales targets.
Matching Summary
Match Score: 85
The job posting is for a Manager, Personal Wealth Manager at United Overseas Bank Limited, focusing on providing financial services and products to enhance customer banking experiences. The role involves understanding customer financial needs, promoting savings and investment practices, and achieving sales targets while adhering to compliance standards.
Skills & Requirements
Must-have
Understanding customer financial needs
Cross-selling banking products
Compliance with regulatory requirements
Meeting individual sales targets
Nice-to-have
Thriving in fast-paced environment
Strong interpersonal communication skills
Ability to work with minimal supervision
Flexibility with extended working hours
Key Requirements
Minimum recognized degree or diploma in relevant field