Current jobs related to Senior Client Advisor - Singapore - United Overseas Bank

  • Investment Advisor/Counsellor

    4 weeks ago

    Singapore Unicorn Advisor (HK) Limited Full time

    Job DescriptionJob Title: Investment Advisor/CounsellorCompany: Unicorn Advisor (HK) LimitedJob Summary:We are seeking an experienced Investment Advisor/Counsellor to join our team. The ideal candidate will have a proven track record in investment advisory, portfolio management, brokerage, or institutional sales.Key Responsibilities:Provide expert advice on...

  • Investment Advisor/Counsellor

    4 weeks ago

    Singapore Unicorn Advisor (HK) Limited Full time

    Job DescriptionJob Title: Investment Advisor/CounsellorCompany: Unicorn Advisor (HK) LimitedJob Summary:We are seeking an experienced Investment Advisor/Counsellor to join our team. The successful candidate will have a proven track record in investment advisory, portfolio management, brokerage, or institutional sales.Key Responsibilities:Provide expert...

  • Investment Advisor/Counsellor

    2 weeks ago

    Singapore Unicorn Advisor (HK) Limited Full time

    Key ResponsibilitiesWe are seeking a highly experienced Investment Advisor/Counsellor to join our team at Unicorn Advisor (HK) Limited.As a key member of our team, you will be responsible for:Providing expert investment advice to high net worth individuals and institutional clientsManaging and growing client portfolios to achieve their financial...

  • Investment Advisor/Counsellor

    1 month ago

    Singapore Unicorn Advisor (HK) Limited Full time

    Key ResponsibilitiesAs a seasoned investment advisor/counsellor, you will be responsible for providing expert advice on investment strategies and portfolio management to high net worth individuals and institutional clients.Key Skills:Proven track record in investment advisory and portfolio managementExtensive knowledge of private banking business, including...

  • Client Advisor

    6 days ago

    Singapore PEOPLEBANK SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesClient Advisor / Senior Client Advisor (Luxury Retail) Permanent role Basic salary + commissions Work location: Taka / MBSThe Client Luxury RetailThe Opportunity Provide excellent and specialized customer service by creating emotionally enriched relationships with clients Develop and nurture meaningful and loyal client...

  • Senior Client Advisor

    4 weeks ago

    Singapore United Overseas Bank Full time

    About the RoleAs a Senior Client Advisor at United Overseas Bank, you will be part of a team of highly trained financial professionals dedicated to managing the wealth of high-net-worth individuals. Your primary responsibility will be to provide financial advisory services and develop tailored solutions to meet the needs of our affluent and high-net-worth...

  • Senior Client Advisor

    1 month ago

    Singapore United Overseas Bank Full time

    About the RoleAs a Senior Client Advisor at United Overseas Bank, you will be part of a team of highly trained financial professionals dedicated to managing the wealth of high-net-worth individuals. Your primary responsibility will be to provide financial advisory services and develop tailored solutions to meet the needs of our affluent and high-net-worth...

  • Senior Client Advisor Assistant

    1 day ago

    Singapore United Overseas Bank Full time

    About the RoleWe are seeking a highly skilled Senior Client Advisor Assistant to join our Private Wealth team at United Overseas Bank Limited. As a key member of our team, you will be responsible for providing exceptional client service and developing strong relationships with our high net worth clients.Key ResponsibilitiesProvide personalized service to...

  • Senior Client Advisor for Privilege Reserve

    1 day ago

    Singapore United Overseas Bank Full time

    About UOBUnited Overseas Bank Limited is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories.Key Responsibilities:Support high net worth clients as a Senior Client Advisor.Develop and implement strategies to enhance client relationships and loyalty.About the Department:The department is...

  • Senior Client Advisor

    1 day ago

    Singapore United Overseas Bank Full time

    About United Overseas BankUnited Overseas Bank Limited (UOB) is a leading bank in Asia with a strong presence in 19 countries and territories. Our history spans over 80 years and has been guided by our core values of Honorable, Enterprising, United and Committed. We strive to build long-term relationships with our customers and colleagues through our...

  • Client Advisor Assistant

    6 days ago

    Singapore CONTINUUM ALPHA PTE. LTD. Full time

    Roles & ResponsibilitiesClient Advisor Assistant (CAA)Responsible for delivering superior client experience through understanding, anticipating and executing client’s transactions and providing excellent administrative and organizational support to Client Advisors/Client Partners.Primary Responsibilities Support Client Advisors/Client Partners in...

  • Senior Portfolio Manager

    1 month ago

    Singapore Unicorn Advisor (HK) Limited Full time

    Senior Portfolio Business ManagerWe are seeking a seasoned Senior Portfolio Business Manager to join our team at Unicorn Advisor (HK) Limited. As a key member of our leadership team, you will be responsible for driving revenue growth and expanding our portfolio.Key Responsibilities:Lead a team of sales professionals to achieve revenue targets and expand our...

  • Senior Investment Advisor

    1 month ago

    Singapore Options Group Full time

    Senior Investment AdvisorAt Options Group, we are seeking a seasoned professional with extensive experience in the dynamic financial industry to join our team as a Senior Investment Advisor.Key Responsibilities:Provide expert investment advice to clients, leveraging robust analytical skills and deep knowledge of global capital market securities.Develop and...

  • Senior Investment Advisor

    4 weeks ago

    Singapore Options Group Full time

    Senior Investment AdvisorAt Options Group, we are seeking a seasoned professional with extensive experience in the dynamic financial industry to join our team as a Senior Investment Advisor.Key Responsibilities:Provide expert investment advice to clients, leveraging robust analytical skills and deep knowledge of global capital market securities.Develop and...

  • Senior Investment Strategist

    1 week ago

    Singapore Unicorn Advisor (HK) Limited Full time

    We are seeking a seasoned investment professional to join our team at Unicorn Advisor (HK) Limited. The ideal candidate will have a proven track record in investment advisory, with extensive experience in portfolio management, brokerage, and institutional sales.Key responsibilities will include:Providing expert advice on investment strategies and portfolio...

  • Strategic Client Advisor

    2 weeks ago

    Singapore Bank of Singapore Full time

    Job Summary As a Strategic Client Advisor at Bank of Singapore, you will be responsible for developing and maintaining client relationships in the marketing function. This role requires a strong understanding of client needs and a ability to provide tailored solutions to drive business growth. Main Responsibilities • Develop and maintain strong...

  • Analyst / Client Advisor

    2 months ago

    Singapore KAMET CAPITAL PARTNERS PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities Liaison between the firm and client, acting as the investment representative or Advisor for clients. Understanding each client's wealth objectives and investment requirements Tailoring curated investment solutions and strategies to meet clients’ investment objectives, ensuring that solutions are suitable for...

  • Senior Financial Advisor

    2 weeks ago

    Singapore United Overseas Bank Full time

    Job SummaryAs a Senior Client Advisor at United Overseas Bank, you will be part of a team of highly trained financial professionals. Your primary responsibility will be to develop and grow our Privilege client relationships through the UOB Privilege Client Engagement Process. You will provide financial advisory services and appropriate financial and...

  • Client Relationship Advisor

    6 days ago

    Singapore BANK OF SINGAPORE LIMITED Full time

    Roles & ResponsibilitiesOverviewThis position is responsible for nurturing and maintaining strong client relationships in the marketing function.Main DutiesBuilds and maintains client relationships.Responsible for achieving annual revenue targets.Trusted advisor who succeeds in maintaining a group of dedicated clients.Develops market share and enhances...

  • Senior Investment Advisor

    1 month ago

    Singapore Selby Jennings Full time

    Investment Advisor RoleWe are seeking a skilled Investment Advisor to join our team at Selby Jennings. As an Investment Advisor, you will be responsible for building and maintaining strong relationships with high-net-worth individuals, institutional clients, and key stakeholders.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...

Senior Client Advisor

3 months ago

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

Posting Date: 29 Jul 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.
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.