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UOB Singapore

United Overseas Bank Limited (UOB) is committed to providing quality products and excellent customer service. Founded in 1935, UOB has a well-established regional presence, particularly in Asia where we have banking subsidiaries in Singapore, Malaysia, Indonesia, Thailand and China. With our strong foothold in the region, we understand the Asian corporate culture and business mindset and are well-placed to create opportunities by linking our customers to their counterparts in Asia.United Over... Read More

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Website      www.uob.com.sg
Holding      No Holding Details

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Senior Officer/Manager, Personal

Responsibilities: As a Personal Banker within the Core Banking business, you will be assigned to one of UOB branches to manage the Bank’s walk-in customers. You will be responsible for the end-to-end financial advisory process of the customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process. Specific responsibilities include: Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB’s customers Assist walk-in customers in areas relating to their financial and banking needs Acquire new customers through cold-calling, referrals and active participation in road shows Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts) Requirements: A recognised University Degree/Diploma with at least 1 year of working experience. Prior experience in sales/marketing of financial and investment products is highly preferred. Candidates with more experience will be considered for a Manager position. Good knowledge of wealth management & investment products Results-oriented, dynamic and self-driven Competent in engaging and managing internal and external clients Proven ability to exceed sales target Resourceful and able to work with minimal supervision Possess the relevant accreditations (i.e. CMFAS Modules 5, 8, 8A, 9, 9A and HI)

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Full Time

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Banking Senior Finance Manager

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