Financial Planner

**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, Thailand and Vietnam, 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.

**Responsibilities**:

- Proactively approach clients to establish real needs, understand the client and their requirements, and interest them in products
- Provide advice and product information to clients as appropriate, outlining features and benefits
- Build and maintain new and existing customer relationships
- Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross sell an expansive set of products and services to new and existing customers
- Achieve or exceed decided sales targets
- Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.

**Job Requirements**
- Previous relevant experience in financial sales and customer service preferred
- Consistently demonstrates clear and concise written and verbal communication
- Proficient computer and technology skills
- Demonstrated sales skills
- Effective problem-solving and negotiation skills
- Demonstrated Influencing and relationship management skills

**_Education:_**
- Bachelor’s degree/University degree or equivalent experience

**Be a part of UOB Family