Deskripsi Pekerjaan
About United Overseas Bank (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. With a history spanning over 80 years, UOB is guided by its core values of Honorable, Enterprising, United, and Committed. We are dedicated to doing what is right, building for the future, working as one team, and valuing our people.
The Opportunity
We are looking for a talented and driven Portfolio Sales Officer to join our dynamic team in Singapore. As a key member of our frontline sales force, you will play an integral role in driving the bank's wealth management business. You will be responsible for managing a portfolio of affluent clients, offering them a comprehensive suite of financial solutions including investments, insurance, and deposits to meet their financial goals.
What We Offer
UOB is committed to providing our employees with a fulfilling career. You will benefit from a robust training program, a competitive remuneration package comprising a basic salary and attractive commissions, a clear career progression path, and the opportunity to work with a diverse team of industry experts. We foster a culture of inclusivity, innovation, and excellence.
Your Impact
Your success in this role will directly contribute to the growth of our consumer banking portfolio. By building strong, trust-based relationships with clients, you will ensure UOB remains the preferred financial partner for high-quality individuals in Singapore and the region.
If you are passionate about wealth management, possess a hunter mentality, and have a strong desire to excel in a fast-paced banking environment, we invite you to apply and grow your career with us.
Tanggung Jawab
- Drive the sales of investment, insurance, and wealth management products to achieve individual and branch sales targets.
- Proactively identify and acquire new customer relationships through referrals, direct marketing, and community events.
- Manage and grow a designated portfolio of high-value clients by providing personalized financial advice and solutions.
- Conduct regular portfolio reviews to assess client needs, risk tolerance, and investment performance.
- Collaborate with internal product specialists and relationship managers to deliver comprehensive banking solutions.
- Ensure strict adherence to regulatory guidelines, compliance standards, and internal risk management policies.
- Maintain in-depth knowledge of financial markets, products, and competitor activities to provide value-added insights to clients.
- Prepare and present sales reports and market feedback to management on a regular basis.
Kualifikasi
- Degree in Banking, Finance, Business Administration, or a related field.
- Minimum 2-4 years of experience in retail banking sales, wealth management, or a similar portfolio management role in a financial institution.
- Strong track record in achieving sales targets and delivering exceptional client service.
- Excellent communication and interpersonal skills, with proficiency in English. Fluency in an Asian language (Mandarin, Malay, or Tamil) is highly advantageous.
- Relevant certifications such as CMFAS (M5, M9, M9A, HI) are required or must be obtained upon joining.
- Highly motivated, self-disciplined, and resilient with a strong sense of integrity and professional ethics.
- Proficiency in digital banking tools, CRM software, and Microsoft Office Suite.