Wealth Banking Relationship Manager, Pfs

UOB United Overseas Bank Limited

Financial advisory experience in banking
Wealth management investment products knowledge
Adherence to faa and regulatory requirements
You will be part of a team of seasoned financial professionals responsible for rendering financial advisory to UOB's mass-affluent customers

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.
  • UOB is an equal opportunity employer that values being honorable, enterprising, united, and committed to long-term success.

Matching Summary

You will be part of a team of seasoned financial professionals responsible for rendering financial advisory to UOB's mass-affluent customers.

Skills & Requirements

Must-have

  • financial advisory experience in banking
  • wealth management investment products knowledge
  • adherence to FAA and regulatory requirements

Nice-to-have

  • results-oriented and self-driven attitude
  • ability to work with minimal supervision
  • proven ability to achieve sales targets

Key Requirements

  • Recognised 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

Cover Letter