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About 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 in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
About the Department The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.
Personal Financial Services We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.
Job Responsibilities The core focus of the role will be translating wealth advisory capabilities to enable customer appreciation and motivation to build their digital wealth journey with UOB Personal Financial Services. This role will work closely with PC, Investment Strategy team, Advisory platform, Mobile & Digital, Marketing and Franchise to deliver the digital wealth advice.
1) Wealth advisory proposition.
Design wealth advisory proposition including content, solutions and capabilities, positioning the value externally to ensure a clear client proposition.
2) Wealth Management client experience
Serve up digital wealth advice to drive engagement and acquisition of target wealth customers
Continuously monitor outcomes and identify areas of opportunities and improvement.
3) Market and client Insights
Work with Customer Franchise to gain in-depth understanding of purchase behaviour and preferences, levers of growth and depth of wealth management relationships.
Work with Investment Advisory team to ensure relevant content to be consumed digitally
Manages and initiates the use of market and client insights and competitor benchmarking to drive the development of our wealth management proposition and strategy;
Obtain and use diagnostics insights and regular frontline feedback to identify new opportunities and areas of improvement on wealth client experience.
Minimum Bachelor Degree.
Experience in Wealth Management product & advisory for 7 to 10 years.
Technical Knowledge: Good knowledge of wealth management products and able to relate to client experience on the digital front.
Be a part of UOB Family UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.