Senior Officer, Personal Wealth Executive, PFS
UOB · Central Region (City Area)
Full-timeonsiteseniorOtherSales
รายละเอียดงาน / Description
Based in Singapore, this role involves providing financial advisory services to UOB's mass-market customers. The successful candidate will be responsible for achieving individual sales targets while ensuring compliance with all regulatory and internal bank policies. This position requires developing and deepening client relationships by offering prudent financial and investment solutions tailored to their planning needs.
หน้าที่ความรับผิดชอบ / Responsibilities
- Provide financial advice to mass-market clients
- Meet individual sales goals
- Ensure sales and compliance processes are accurate and timely
- Offer suitable financial and investment solutions
- Cultivate and strengthen client relationships
- Adhere to bank policies and regulatory requirements
คุณสมบัติ / Qualifications
- Hold a recognized university degree
- Be results-oriented and dynamic
- Skilled in managing client relationships
- Demonstrated ability to achieve sales targets
- Resourceful and capable of working independently
ทักษะที่ต้องการ / Required skills
- Financial Advisory
- Sales
- Client Relationship Management
- Investment Solutions
- Compliance
- Financial Planning