VP, Intermediary Sales, UOB AM

Reposted Yesterday
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21 Locations
In-Office
Senior level
Financial Services
The Role
The VP, Intermediary Sales is responsible for executing the distribution strategy, driving sales growth, and building client relations, while ensuring compliance with regulatory obligations.
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

  • Actively participate and assist the intermediary sales team to develop the organisation’s distribution strategy
  • Execute the intermediary distribution strategy in Singapore as part of group strategy
  • Drive sales, AUM and revenue growth for organisation’s distribution business
  • Able to work independently to expand distribution network, deepen relationships and drive new sales flows
  • Work closely with Client Service team to deliver service excellence to clients and partners and to assist with customer due diligence to ensure fulfilment of regulatory obligations and relevant company policies
  • Work with Product Team to strategise on developing products suited for respective client segment(s)
  • Participate in external conferences and key client events.
  • Demonstrate strong investment knowledge and be the trusted advisor for clients
  • Share best practices within the team
  • Equip with knowledge on sales process and KYC / KYD / CDD procedures

Job Requirements

  • Degree qualification
  • Minimum 5 years of relevant experience.
  • The role requires strong motivation to drive sales growth, work independently while collaborating with team members
  • The role requires an understanding of the organisation structure and will be working closely with colleagues across the group.
  • The role must also establish close working relationships with key stakeholders in locally, regionally, and globally.
  • Require strong investment knowledge with deep understanding of financial markets to drive sales.
  • Manage time and priorities effectively to achieve business growth.

Additional Requirements

CMFAS M3 - Rules and Regulations for Fund Management - Singapore, CMFAS M5 - Rules & Regulations for Financial Advisory Services - Singapore, CMFAS M6A - Securities and Futures Product Knowledge - Singapore, CMFAS M6 - Securities Products and Analysis - Singapore, CMFAS M8A - Collective Investment Schemes II - Singapore, CMFAS M8 - Collective Investment Schemes - Singapore, CMFAS M9A - Life Insurance and Investment-Linked Policies II - Singapore, CMFAS M9 - Life Insurance & Investment-Linked Policies - Singapore, University-Bachelor

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

Top Skills

Cmfas M3
Cmfas M5
Cmfas M6
Cmfas M6A
Cmfas M8
Cmfas M8A
Cmfas M9
Cmfas M9A
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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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