Senior Officer, Personal Wealth Executive, PFS
On-site
Core
Provide financial advisory and investment solutions to UOB's mass-market customers while achieving sales targets.
Role type
Senior IC financial advisor (personal wealth)
Builds
Financial planning solutions and investment products for mass-market clients
Domain
Banking / Personal Wealth Management
Deliverable
client delivery
Required skills
financial advisory, sales target achievement, client relationship management, regulatory compliance, internal stakeholder engagement
Preferred skills
self-driven, resourceful, ability to work with minimal supervision
Responsibilities
render financial advisory to mass-market customers, achieve individual sales targets, provide prudent investment solutions, develop client relationships, ensure adherence to internal policies and regulatory requirements (FAA and related Acts)