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UOB

Wealth Sales Specialist

UOB

Posted

3 weeks ago

Singapore, Singapore

Onsite

SGD 5K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

As a Wealth Sales Specialist at UOB, you will engage with clients to promote financial services and products while maintaining high standards of customer satisfaction. You are expected to leverage your sales expertise to meet individual and team targets in the competitive banking environment of Singapore. Required skills include strong communication, customer relationship management, and knowledge of investment products. Prior experience in sales is necessary to thrive in this position. This role does not specify remote work options.

About Company

UOB, or United Overseas Bank, is a prominent financial services group headquartered in Singapore, offering a wide range of banking solutions to individuals and businesses.

Core Requirements

  • Bachelor's degree in Finance or related field
  • 3-5 years of sales experience
  • Strong understanding of investment products
  • Excellent communication skills
  • Proven track record in meeting sales targets

Responsibilities

  • Engage with clients to identify financial needs
  • Promote wealth management solutions
  • Build and maintain customer relationships
  • Provide exceptional customer service
  • Achieve sales targets effectively
  • Collaborate with team members for optimal results
  • Stay updated on market trends and product offerings

Must Have skills

Sales skillsCommunicationCustomer serviceAnalytical skillsInvestment knowledge

Nice To Have Skills

Team collaborationProblem-solvingNetworkingMarketing skills

Tools Knowledge Requried

CRM softwareFinancial tools

Job Keywords

wealth managementsalesfinanceSingaporeinvestment

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