Wealth Banking Relationship Manager, Pfs

UOB United Overseas Bank Limited

Financial advisory to mass-affluent customers
Achieve individual sales target
Develop and deepen client relationships
As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers

Job Summary

  • As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers.
  • You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.
  • UOB is an equal opportunity employer and does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors.

Matching Summary

As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers.

Skills & Requirements

Must-have

  • Financial advisory to mass-affluent customers
  • Achieve individual sales target
  • Develop and deepen client relationships
  • Adhering to Bank's internal policies

Nice-to-have

  • Results-oriented, dynamic and self-driven
  • Competent in engaging and managing clients
  • Resourceful and able to work with minimal supervision

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter