About this role
The Personal Wealth Executive is responsible for providing financial advisory and investment solutions to mass-market customers. They must achieve individual sales targets while ensuring full compliance with internal policies and regulatory requirements.
Candidates must hold a recognized university degree and demonstrate a results-oriented, dynamic approach to sales. Proven ability to manage client relationships and work with minimal supervision is essential for this role.
What they're looking for
Financial AdvisoryInvestment SolutionsSalesRelationship ManagementComplianceFinancial PlanningClient EngagementRegulatory Requirements
Frequently asked questions
What does a Senior Officer, Personal Wealth Executive, PFS at UOB do?
The Personal Wealth Executive is responsible for providing financial advisory and investment solutions to mass-market customers. They must achieve individual sales targets while ensuring full compliance with internal policies and regulatory requirements. Candidates must hold a recognized university …
What skills does this Senior Officer, Personal Wealth Executive, PFS role need?
Key skills for this role include Financial Advisory, Investment Solutions, Sales, Relationship Management, Compliance, Financial Planning.
How much does a Senior Officer, Personal Wealth Executive, PFS at UOB pay?
The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.
Is this Senior Officer, Personal Wealth Executive, PFS role remote, hybrid, or on-site?
This role is on-site, based in Singapore.
How do I apply for this Senior Officer, Personal Wealth Executive, PFS role?
You can apply directly on UOB's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.