Senior Officer, Personal Wealth Executive

UNITED OVERSEAS BANK LIMITED

Singapore, Singapore
Analyze customers' financial needs
Drive sales of investment products
Cultivate customer relationships
The role involves analyzing customer financial needs to deliver tailored advice and recommendations

Job Summary

  • The role involves analyzing customer financial needs to deliver tailored advice and recommendations.
  • Employees are expected to drive sales and cross-sell diverse portfolios including insurance, structured deposits, and unit trusts.
  • The position requires maintaining meticulous documentation in compliance with bank policies and regulatory requirements.

Matching Summary

Match Score: 85

The role involves analyzing customer financial needs to deliver tailored advice and recommendations.

Skills & Requirements

Must-have

  • Analyze customers' financial needs
  • Drive sales of investment products
  • Cultivate customer relationships
  • Execute advisory procedures with diligence
  • Maintain compliance documentation

Nice-to-have

  • Resourceful in fast-paced environment
  • Strong interpersonal communication skills
  • Ability to work independently
  • Flexible work schedule availability

Key Requirements

  • Minimum recognized degree or diploma in a relevant field

Work Rights

Not specified

Tailored Resume

Cover Letter