About the role
AI summarisedWealth Banking Relationship Manager at UOB, responsible for providing financial advisory and investment solutions to mass-affluent clients, achieving sales targets, and ensuring compliance with bank policies and regulatory requirements.
BusinessFull-timeGeneral
Key Responsibilities
- 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 and regulatory requirements (i.e. FAA and other related statutory Acts)
Requirements
- Achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process