The role involves leading a team of Personal Wealth Relationship Managers to achieve and exceed sales targets for wealth management products
Job Summary
The role involves leading a team of Personal Wealth Relationship Managers to achieve and exceed sales targets for wealth management products.
Candidates must ensure full compliance with all internal policies and regulatory requirements pertaining to wealth management and financial advisory services.
UOB offers an opportunity to join a leading bank in Asia with a global network spanning over 80 years of history.
Matching Summary
The role involves leading a team of Personal Wealth Relationship Managers to achieve and exceed sales targets for wealth management products.
Skills & Requirements
Must-have
Lead wealth relationship managers
Achieve sales targets for wealth products
Oversee high-net-worth client portfolios
Ensure regulatory compliance in banking
Collaborate with internal departments
Nice-to-have
Strong coaching and team-building skills
Proactive results-oriented mindset
Ability to build rapport with affluent clients
Strategic planning for client growth
Client-centric service delivery approach
Key Requirements
Bachelor's degree in Business Administration or Finance
Minimum 4 years experience in wealth management
CMFAS HI Certificate in Health Insurance
CMFAS M5 Rules & Regulations for Financial Advisory
CMFAS M8A Collective Investment Schemes II
CMFAS M8 Collective Investment Schemes
CMFAS M9A Life Insurance and Investment-Linked Policies II
CMFAS M9 Life Insurance & Investment-Linked Policies
CMFAS RES5 Rules Ethics and Skills for Financial Advisory