SO-MGR, Personal Wealth Executive (Southern Region)

Reposted 5 Days Ago
Be an Early Applicant
5 Locations
In-Office
Entry level
Financial Services
The Role
The Personal Wealth Executive is responsible for marketing banking products, cross-selling services, managing customer relationships, and adhering to compliance 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

  • Responsible for marketing and promoting a wide range of banking products and services, including Unit Trust, Insurance, and Deposits to our existing and potential customers.

  • Engage in cross-selling of other banking products based on customer needs

  • Manage and build long term relationships with customers while conducting after-sales services

  • Adhere to the policies, regulatory risk and compliance

  • Will obtain the necessary recognized industry qualifications such as FIMM, PCE, CEILI and IPPC upon joining

Job Requirements

  • Fresh graduates are encouraged to apply

  • Obtained a Diploma / Bachelor’s degree in any discipline

  • Passionate in wealth management / investment sales / client engagement

  • Mature, pleasant, independent, self-motivated and highly sales and service-oriented

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

Skills Required

  • Diploma / Bachelor's degree in any discipline
  • Recognized industry qualifications such as FIMM, PCE, CEILI, and IPPC upon joining
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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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