Senior Officer, Personal Wealth Executive, PFS
About The Position
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)
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
Responsibilities
- 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)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
