Senior Officer, Personal Wealth Executive, PFS

Reposted Yesterday
Be an Early Applicant
21 Locations
In-Office
Senior level
Financial Services
The Role
The Personal Wealth Executive provides financial advisory and investment solutions to mass-market customers, achieving sales targets and ensuring compliance with bank policies.
Summary Generated by Built In

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

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

Develop, Engage, Execute, Strategise

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB 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. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

Apply now and make a Difference

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The Company
25,000 Employees
Year Founded: 1935

What We Do

We’re here to do Right By You.

At UOB, we aspire to build a better future for the people and businesses in the region.

Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN.

We create solutions tailored to your unique needs through data and relationship-led insights.

Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN.

We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies.

This is how we stay committed to forging a sustainable future for generations to come.



Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia

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