Personal Wealth Executive

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

Job Summary:
We are seeking for a highly motivated Personal Wealth Executive to join our team in managing UOB’s Emerging Affluent clients. The successful candidate will be responsible for developing and maintaining strong relationships with high net worth individuals and their families, providing them with tailored wealth management solutions. This role requires someone who has prior experience working within the banking industry and possesses excellent communication skills, both written and verbal. If you have a passion for delivering exceptional customer service, we invite you to apply for this exciting opportunity!

Responsibilities:
• Acquire new customers through proactive outbound calling campaigns or referrals
• Provide personalized advice on insurance and investment products based on individual needs
• Develop long-term relationships by understanding client goals and offering customized solutions
• Identify opportunities to cross-sell other banking products to existing clients
• Keep up-to-date with market trends and regulatory changes affecting the financial sector
• Ensure compliance with all relevant policies and procedures when conducting business

Qualifications:
• Degree holder in any field from a reputable university
• Minimum 2 years of work experience in banking or related industries
• Strong knowledge of insurance and investment products
• Excellent interpersonal skills with the ability to engage effectively with diverse stakeholders
• Proficient in MS Office applications including Word, Excel, PowerPoint & Outlook
• Highly motivated self-starter with a proven track record of meeting deadlines
• Effective communicator able to convey complex ideas clearly and concisely
• Detail oriented with good organizational abilities
• Comfortable working in a fast paced environment

Additional Requirements

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.

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