About UOB

About the Department

Job Responsibilities

• Manage and drive Wealth revenue – This includes Investment and Treasury products
• Provision of expertise and advisory to sales representatives and Customers on wealth related products
• Acquire new to wealth businesses for the Bank
• Sales Performance Targets
• Responsible for achieving individual targets
• Cross sell and up sell to grow key product portfolio
• Minimise attrition of port to competitors
• Coaching of sales representatives weak in this product field
• Enhance Customer Satisfaction and Retention
• Enhance customer service by providing specialised expertise required in managing wealth related products
• Understand customers’ financial profile and needs to develop strategies for customer’s requirements
• Retain high net worth customers through attentive customer care and consultative approach sophisticated demands
• Sales-Related Activities
• Acquire all the necessary qualifications and & credentials
• Conduct market updates and briefings
• Conduct regular product and selling workshops
• Proactive participation in Customer workshops, seminars and marketing events
• Participation in the UOB’s Sales Leaders Activities
• Compliance
• Upholding of Bank’s mission and core values
• Adherence to Bank’s internal policies, business processes and regulatory requirements including compliance with FAA and related Acts

Job Requirements

• A recognized tertiary education
• Professional certifications such as Chartered Financial Analyst, Certified Financial Planner or other relevant international investment certifications, e.g.US series 6, etc, will be advantageous
• 5 years of experience in investment advisory, preferably in the capacity of a banking sale professional or in an asset management environment
• Passion for investment business
• Strong interpersonal & coaching skills
• Possess relevant accreditation (M5, M8, M8A) would be preferred

Be a part of UOB Family