On site
Full Time
Job Description
As a Personal Wealth Executive within the Personal Banking business, you will be:
responsible for rendering financial advisory to UOB's mass-market customers.
Achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.
Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB’s clients
Develop and deepen relationships with clients who have been assigned to you
Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes andregulatory requirements (i.e. FAA and other related statutory Acts)
Job Requirements
A recognised university degree
Results-oriented, dynamic and self-driven
Competent in engaging and managing internal and external clients
Proven ability to achieve sales target
Resourceful and able to work with minimal supervision
Additional Requirements
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Job posting URL: https://singapore.job-q.com/jobs/detail/senior-officer-personal-wealth-executive-pfs
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