Senior Client Advisor, Private Wealth

1 week ago

Singapore United Overseas Bank Full time
Senior Client Advisor, Private Wealth - Reserve Client Segment (Onshore)



Posting Date: 1 Jun 2024



Location:

Singapore (City Area), Singapore, SG



Company: United Overseas Bank Ltd



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


UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business and investment services.


Job Responsibilities

  • You will be part of a group of highly trained financial professionals. You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.
  • You will be required to provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients in various market segments. You will provide customers with timely information, advice and recommendations to fit their requirements. Building and maintaining long-term relationships with your clients is a key factor for success in this role.


Job Requirements

  • A recognized university degree.
  • Candidates with at least 5 years of relevant experience in the banking / financial industry.
  • Good knowledge of wealth management & investment products.
  • Self-motivated, with strong sales drive & energy.
  • Possess relevant accreditation (CACS Paper1 & 2)


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.


Apply now and make a difference.

  • Senior Client Advisor

    4 weeks ago

    Singapore United Overseas Bank Full time

    Senior Client Advisor (International), Private Wealth - Reserve Client Segment Posting Date: 1 Jun 2024 Location: Singapore (City Area), Singapore, SG, 048624 Company: United Overseas Bank Ltd 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...

  • Senior Client Advisor, Private Wealth

    1 month ago

    Singapore United Overseas Bank Full time

    Senior Client Advisor, Private Wealth - Reserve Client Segment (Onshore) Posting Date: 3 May 2024 Location: Singapore (City Area), Singapore, SG, 048624 Company: United Overseas Bank Ltd 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...

  • Senior Client Advisor, Private Wealth

    4 weeks ago

    Singapore United Overseas Bank Full time

    Senior Client Advisor, Private Wealth - Reserve Client Segment (Onshore) Posting Date: 1 Jun 2024 Location: Singapore (City Area), Singapore, SG, 048624 Company: United Overseas Bank Ltd 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...

  • Senior Client Advisor

    1 month ago

    Singapore United Overseas Bank Full time

    Senior Client Advisor (International), Private Wealth - Reserve Client Segment Posting Date: 3 May 2024 Location: Singapore (City Area), Singapore, SG, 048624 Company: United Overseas Bank Ltd 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...

  • Senior Client Advisor, Private Wealth

    4 weeks ago

    Singapore United Overseas Bank Full time

    Senior Client Advisor, Private Wealth - Reserve Client Segment (Onshore) Posting Date: 1 Jun 2024 Location: Singapore (City Area), Singapore, SG, 048624 Company: United Overseas Bank Ltd 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...

  • Senior Client Advisor

    4 weeks ago

    Singapore United Overseas Bank Full time

    Senior Client Advisor (International), Private Wealth - Reserve Client Segment Posting Date: 1 Jun 2024 Location: Singapore (City Area), Singapore, SG, 048624 Company: United Overseas Bank Ltd 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...

  • Client Advisor Associate

    1 week ago

    Singapore HAITONG INTERNATIONAL SECURITIES (SINGAPORE) PTE. LTD. Full time

    Job Description: Reports to the Head of Private Wealth Management (PWM) Department and the assigned Team's Team Head respectively. Works losely with Client Advisors to assist in handling client relationships as well as executing of investment orders. Act as the primary contact for handling the administrative tasks and duties for clients and to experience...

  • Wealth Manager

    4 weeks ago

    Singapore Titans Private Wealth Full time

    Key Responsibilities 1. Drive Client Acquisition and Foster Long-term Relationships Proactively prospect and acquire new clients while nurturing lasting relationships to meet individual targets. Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth. 2. Provide...

  • Wealth Manager

    4 weeks ago

    Singapore Titans Private Wealth Full time

    Key Responsibilities 1. Drive Client Acquisition and Foster Long-term Relationships Proactively prospect and acquire new clients while nurturing lasting relationships to meet individual targets. Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth. 2. Provide...

  • Premier Private Client

    2 months ago

    Singapore OCBC Full time

    As a Client Advisor with Premier Private Client, your roles & responsibilities will include : Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment (AUM S$1 million & above). Develop and strengthen their relationships with the Bank in accordance with relevant business goals. Contribute to the...

  • Premier Private Client

    4 weeks ago

    Singapore OCBC Full time

    As a Client Advisor with Premier Private Client, your roles & responsibilities will include : Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment (AUM S$1 million & above). Develop and strengthen their relationships with the Bank in accordance with relevant business goals. Contribute to the...

  • Client Advisors

    1 week ago

    Singapore SONAR CAPITAL PTE. LTD. Full time

    Sonar Capital is an Independent Asset Management firm. Established by a Harvard-trained senior private banker with 20 years of experience in Indonesia, Australia, Philippines and Singapore, the firm aims to provide best-in-class advisory and fund management services to individual and corporate Accredited Investors. The firm aims to achieve AUM of USD 1bio in...

  • Senior Client Advisor

    1 week ago

    Singapore United Overseas Bank Full time

    Senior Client Advisor (International), Private Wealth - Reserve Client Segment Posting Date: 3 May 2024 Location: Singapore (City Area), Singapore, SG, Company: United Overseas Bank Ltd 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...

  • Wealth Advisor

    4 weeks ago

    Singapore PRIMESTAFF MANAGEMENT SERVICES PTE LTD Full time

    Roles & ResponsibilitiesAre you ready to empower others with financial wisdom?Join us as a Wealth Advisor and step into a role where you'll make a real difference.We believe that a successful career goes beyond monetary rewards. Every day is a chance to make a real difference. Whether it’s medical or financial protection, you are empowered to help your...

  • Wealth Advisor

    4 weeks ago

    Singapore PRIMESTAFF MANAGEMENT SERVICES PTE LTD Full time

    Roles & ResponsibilitiesAre you ready to empower others with financial wisdom?Join us as a Wealth Advisor and step into a role where you'll make a real difference.We believe that a successful career goes beyond monetary rewards. Every day is a chance to make a real difference. Whether it’s medical or financial protection, you are empowered to help your...

  • Wealth Advisor

    1 week ago

    Singapore PRIMESTAFF MANAGEMENT SERVICES PTE LTD Full time

    Roles & ResponsibilitiesAre you ready to empower others with financial wisdom?Join us as a Wealth Advisor and step into a role where you'll make a real difference.We believe that a successful career goes beyond monetary rewards. Every day is a chance to make a real difference. Whether it's medical or financial protection, you are empowered to help your...

  • Wealth Planner Support

    2 months ago

    Singapore Selby Jennings Full time

    Our client, a international private bank is looking for a candidate to join their team as a wealth planner support, to assist the senior wealth planning team. General Role DescriptionMarketing SupportAnswer queries from Relationship Managers (RMs)/clientsCoordinate with the Trust Company AdministratorsCoordinate with Insurance Brokers / Third Party...

  • 2024 Global Private Bank Advisor Program

    1 week ago

    Singapore JPMorgan Chase Bank, N.A. Full time

    2024 Global Private Bank Advisor Summer Analyst Program - SingaporeWhat we do in the Private BankOur advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and...

  • Client Advisor

    1 month ago

    Singapore TAISHIN INTERNATIONAL BANK CO., LTD. SINGAPORE BRANCH Full time

    Roles & ResponsibilitiesResponsibilities : Acquire new clients and AUM Maintain and manage existing clients’ relationship Provide product and services that can satisfy clients’ need in terms of global wealth planning Ensure operations are compliance of all relevant local and cross border regulationsJob Requirements : Minimum a Bachelor’s Degree in...

  • Client Advisor

    4 weeks ago

    Singapore TAISHIN INTERNATIONAL BANK CO., LTD. SINGAPORE BRANCH Full time

    Roles & ResponsibilitiesResponsibilities : Acquire new clients and AUM Maintain and manage existing clients’ relationship Provide product and services that can satisfy clients’ need in terms of global wealth planning Ensure operations are compliance of all relevant local and cross border regulationsJob Requirements : Minimum a Bachelor’s Degree in...