Senior Client Advisor
1 month ago
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 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.
- 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 networth clients for various market segments.
- 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.
- 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)
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.
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