Senior Officer, Personal Wealth Executive, PFS

Role summary

Written by MyIslandJob from the job title and employer. See the employer's page for the full description.

The Senior Officer, Personal Wealth Executive at UOB Bank is responsible for managing and growing a portfolio of clients by providing personalized financial advice and wealth management solutions. Candidates are expected to have a strong understanding of financial products and services, excellent communication skills, and the ability to build and maintain client relationships. A background in finance or banking, along with relevant certifications, is typically required. The role demands proactive client engagement and the ability to identify and capitalize on new business opportunities.

About the employer

United Overseas Bank (UOB) is a leading bank in Asia, headquartered in Singapore. Established in 1935, UOB provides a wide range of financial services including personal and corporate banking, investment banking, and wealth management. The bank is known for its strong regional presence, with branches and offices across Southeast Asia, China, and beyond. UOB is committed to innovation and customer service, striving to offer tailored financial solutions to meet the diverse needs of its clients. The bank also emphasizes sustainability and community engagement as part of its corporate responsibility initiatives.