VP, Client Advisor – Privilege Banking

2 months ago

Singapore UNITED OVERSEAS BANK LIMITED Full time
Roles & 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-net-worth clients in Singapore. 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.

  • You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.
  • To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high-net-worth clients in Singapore.
  • To 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.
  • At least 5 years of relevant experience in the banking / financial industry, experience in financial & investment product sales for the Junior Client Advisor role.
  • Candidates with at least 5 years of relevant experience will be considered for the Senior Client Advisor role
  • Good knowledge of wealth management & investment products.
  • Self-motivated, with strong sales drive & energy.
  • Experience / Ability to liaise with clientele from respective markets Greater China / Indonesia/ Thailand etc
  • Ability to travel regionally if required
  • Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI)

Tell employers what skills you have

Wealth Management
Excellent Communication Skills
Sales
Microsoft Excel
Interpersonal Skills
Investments
Investment Banking
Loans
Transparency
Capital Markets
Banking
Financial Advisory
Diplomacy
Customer Service

  • VP, Privilege Banking

    4 days ago

    Singapore United Overseas Bank Full time

    VP, Privilege Banking - Client Advisor (International) Posting Date: 28 Jun 2024 Location: Singapore, SG Company: 3677 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...

  • Assistant VP, Client Advisor – Privilege Banking

    2 months ago

    Singapore UNITED OVERSEAS BANK LIMITED Full time

    Roles & ResponsibilitiesYou 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...

  • VP, Privilege Banking

    2 weeks ago

    Singapore United Overseas Bank Full time

    VP, Privilege Banking - Client Advisor (International) Posting Date: 9 Jun 2024 Location: Singapore, SG Company: 3677 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...

  • Client Advisor, Privilege Banking

    1 month ago

    Singapore United Overseas Bank Full time

    Client Advisor, Privilege Banking (Onshore Market) Posting Date: 26 May 2024 Location: Singapore, SG, 048616 Company: 3677 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...

  • Client Advisor, Privilege Banking

    4 weeks ago

    Singapore United Overseas Bank Full time

    Client Advisor, Privilege Banking (Onshore Market) Posting Date: 26 May 2024 Location: Singapore, SG, 048616 Company: 3677 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...

  • Client Advisor, Privilege Banking

    7 days ago

    Singapore United Overseas Bank Full time

    Client Advisor, Privilege Banking (Onshore Market) Posting Date: 24 Jun 2024 Location: Singapore, SG, 048616 Company: 3677 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...

  • AVP, Privilege Banking

    1 week ago

    Singapore United Overseas Bank Full time

    AVP, Privilege Banking - Client Advisor (International) Posting Date: 24 Jun 2024 Location: Singapore, SG Company: 3677 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...

  • Client Acquisition Manager, Privilege Banking

    1 month ago

    Singapore United Overseas Bank Full time

    Client Acquisition Manager, Privilege Banking Posting Date: 11 May 2024 Location: Singapore, SG Company: 3677 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...

  • Client Acquisition Manager, Privilege Banking

    4 weeks ago

    Singapore United Overseas Bank Full time

    Client Acquisition Manager, Privilege Banking Posting Date: 11 May 2024 Location: Singapore, SG Company: 3677 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...

  • Client Acquisition Manager, Privilege Banking

    2 weeks ago

    Singapore United Overseas Bank Full time

    Client Acquisition Manager, Privilege Banking Posting Date: 15 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 Asia Pacific, Europe and North...

  • Manager, Client Acquisition Manager, Privilege

    2 weeks ago

    Singapore UNITED OVERSEAS BANK LIMITED Full time

    As part of the Client Acquisition Team, you will acquire high affluent customers for UOB Privilege Banking and Privilege Reserve . You will work closely with Privilege Banking Client Advisors (CAs) and Privilege Reserve Senior Client Advisors (SCA) to provide and deliver a Total Wealth Management experience to new and existing high ffluent clients.Your key...

  • Client Acquisition Manager, Privilege Banking

    4 weeks ago

    Singapore United Overseas Bank Full time

    Client Acquisition Manager, Privilege Banking Posting Date: 6 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 in Asia Pacific, Europe and...

  • Senior Client Advisor

    2 weeks 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...

  • VP, Relationship Manager, Private Banking

    2 weeks ago

    Singapore DBS Bank Limited Full time

    VP, Relationship Manager, Private Banking (the Philippines Market), Consumer Banking Group VP, Relationship Manager, Private Banking (the Philippines Market), Consumer Banking Group DBS Bank Limited Singapore Posted 1 day ago Permanent Competitive VP, Relationship Manager, Private Banking (the Philippines Market), Consumer Banking Group Business...

  • Vice President, Client Acquisition Manager

    2 weeks ago

    Singapore UNITED OVERSEAS BANK LIMITED Full time

    Responsibilities: Be part of the Client Acquisition team, you will acquire highly affluent customers for UOB Privilege Banking Work closely with Privilege Banking Client Advisors (CAs) and Privilege Reserve Senior Client Advisors (SCA) to provide and deliver a Total Wealth Management experience to new and existing highly affluent clients Responsible for the...

  • 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...

  • 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...

  • Senior Client Advisor, Private Wealth

    2 weeks ago

    Singapore United Overseas Bank Full time

    Senior Client Advisor, Private Wealth - Reserve Client Segment (Onshore)Posting Date: 1 Jun 2024Location:Singapore (City Area), Singapore, SGCompany: United Overseas Bank LtdAbout UOBUnited 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...