Financial Services Specialist

1 month ago


Singapur, Singapore United Overseas Bank Full time

About the Role

We are seeking a highly skilled and experienced Financial Services Specialist to join our team at United Overseas Bank. As a key member of our Privilege Banking team, you will be responsible for providing exceptional financial advisory services to our affluent and high net worth clients in Singapore.

Key Responsibilities

  • Develop and maintain long-term relationships with clients, providing tailored financial solutions and advice to meet their needs.
  • Stay up-to-date with market trends and regulatory changes, ensuring that clients receive the best possible advice and guidance.
  • Collaborate with internal stakeholders to deliver seamless client experiences and drive business growth.
  • Conduct regular reviews and assessments to ensure clients are on track to meet their financial goals.
  • Stay organized and manage multiple client relationships simultaneously, prioritizing tasks and deadlines to meet business objectives.

Requirements

  • Minimum 3-5 years of experience in the Banking/Financial industry, with a proven track record of success in financial product sales.
  • Strong knowledge of wealth management and investment products, with the ability to communicate complex concepts to clients.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Self-motivated and results-driven, with a strong desire to succeed in a fast-paced and dynamic environment.

About United Overseas Bank

United Overseas Bank is a leading bank in Asia with a global network of over 500 branches and offices. We are committed to delivering exceptional customer service and building long-term relationships with our clients. If you are a motivated and experienced Financial Services Specialist looking for a new challenge, we encourage you to apply for this exciting opportunity.



  • Singapur, Singapore United Overseas Bank Full time

    Financial Services SpecialistAt United Overseas Bank, we are seeking a highly skilled Financial Services Specialist to join our team. As a key member of our Privilege Banking department, you will be responsible for providing financial advisory services and solutions to our affluent and high net worth clients in Singapore.Key Responsibilities:Develop and grow...


  • Singapur, Singapore Prudential plc Full time

    {"Job Title": "Financial Services Specialist", "Job Description": "At Prudential, we're committed to helping our customers achieve their financial goals. As a Financial Services Specialist, you'll play a key role in providing sound insurance and financial advice to our bank customers.Key Responsibilities:Provide financial solutions to customers by analyzing...


  • Singapur, Singapore IFAST FINANCIAL PTE. LTD. Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Coordinator to provide operational and administrative support to our Financial Adviser. The successful candidate will be responsible for handling day-to-day tasks, resolving issues, and undertaking ad-hoc projects as assigned.Key ResponsibilitiesProvide operational and...


  • Singapur, Singapore IFAST FINANCIAL PTE. LTD. Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Crime Compliance Specialist. In this role, you will assist the AML Compliance department in implementing and maintaining a robust framework for AML/CFT compliance reviews.Key ResponsibilitiesAssist in the development and implementation of AML/CFT...


  • Singapur, Singapore United Overseas Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Specialist to join our team at United Overseas Bank. As a key member of our Privilege Banking team, you will be responsible for providing exceptional financial advisory services to our affluent and high net worth clients in Singapore.Key ResponsibilitiesDevelop and grow our...


  • Singapur, Singapore Nityo Infotech Full time

    Job SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at Nityo Infotech. The ideal candidate will have a strong background in financial services, investment banking, and corporate finance.Key ResponsibilitiesCreate and manage financial reports using SAP systemsProcess invoice payments and ensure accurate data entries in...


  • Singapur, Singapore United Overseas Bank Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Financial Services Specialist. As a key member of our Privilege Banking team, you will be responsible for providing exceptional financial advisory services to our affluent and high net worth clients in Singapore.Key ResponsibilitiesDevelop and maintain long-term...


  • Singapur, Singapore Prudential plc Full time

    At Prudential, we're committed to being partners for every life and protectors for every future. Our purpose drives everything we do, creating a culture where diversity is celebrated and inclusion is assured. We provide a platform for our people to excel and make an impact, supporting their career ambitions. We pledge to make Prudential a place where you can...


  • Singapur, Singapore United Overseas Bank Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Financial Services Specialist. As a key member of our Privilege Banking team, you will be responsible for providing exceptional financial advisory services to our affluent and high net worth clients in Singapore.Key ResponsibilitiesDevelop and grow our Privilege...


  • Singapur, Singapore Prudential plc Full time

    At Prudential, we're committed to being partners for every life and protectors for every future. Our purpose drives everything we do, creating a culture where diversity is celebrated and inclusion is assured. We provide a platform for our people to excel and make an impact, supporting their career ambitions. We pledge to make Prudential a place where you can...


  • Singapur, Singapore United Overseas Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Specialist to join our team at United Overseas Bank. As a key member of our Privilege Banking team, you will be responsible for providing exceptional financial advisory services to our affluent and high net worth clients in Singapore.Key ResponsibilitiesDevelop and grow our...


  • Singapur, Singapore KPMG - Singapore Full time

    Job Title: Financial Services Regulatory Compliance SpecialistKPMG - Singapore is seeking a highly skilled Financial Services Regulatory Compliance Specialist to join our team. As a key member of our financial services team, you will work closely with clients to enhance their performance, enable better decision-making, and satisfy compliance demands.Key...


  • Singapur, Singapore MCI Career Services Pte Ltd Full time

    Financial Operations SpecialistAbout the Role:We are seeking a highly skilled Financial Operations Specialist to join our team at MCI Career Services Pte Ltd. In this role, you will be responsible for managing various financial functions, including general ledger management, accounts payable and receivable, financial reporting, and more.Key...


  • Singapur, Singapore Singapore Anglican Community Services Full time

    Job SummaryWe are seeking a highly skilled Financial Management Specialist to join our team at Singapore Anglican Community Services. The successful candidate will be responsible for preparing financial statements, maintaining cash controls and accounts payable to support Centre operations.Key ResponsibilitiesPrepare monthly and yearly financial statements,...


  • Singapur, Singapore KPMG - Singapore Full time

    Job Title: Financial Services Regulatory Compliance SpecialistKPMG - Singapore is seeking a highly skilled Financial Services Regulatory Compliance Specialist to join our team. As a key member of our team, you will work closely with our clients to help them navigate the complex regulatory landscape and ensure compliance with relevant laws and...


  • Singapur, Singapore SG010 Marsh Management Services Singapore Pte Ltd Full time

    Job Summary:SG010 Marsh Management Services Singapore Pte Ltd is seeking a highly skilled Financial Operations Specialist to join our team in Singapore. As a key member of our operations team, you will be responsible for maintaining all financial records, preparing periodic financial statements, and monitoring premium cash flow to maximize investment...


  • Singapur, Singapore BoardRoom Limited Full time

    Financial Management Specialist **Job Summary** BoardRoom Limited is seeking a highly skilled Financial Management Specialist to join our team. As a key member of our accounting department, you will be responsible for managing financial operations, ensuring accurate financial reporting, and providing exceptional client service. **Key Responsibilities** *...

  • Financial Planner

    4 weeks ago


    Singapur, Singapore SYNERGY FINANCIAL ADVISERS LTD. Full time

    Job SummaryWe are seeking a skilled Financial Adviser to join our team at Synergy Financial Advisers Ltd. The ideal candidate will have a strong background in financial planning and be able to provide expert advice to clients on personal financial planning, will and estate planning, HNWI planning, and GI insurance.Key Responsibilities• Provide financial...

  • Financial Specialist

    2 months ago


    Singapur, Singapore Call Lade Enterprises Full time

    Financial Specialist Are you detail-oriented with a strong affinity for financial data? We are seeking a Financial Specialist to contribute to our operations at Call Lade Enterprises. In this role, you will oversee the complete set of financial records, manage monthly and annual closing processes, handle accounts receivable and payable, execute cash...


  • Singapur, Singapore United Overseas Bank Full time

    About the RoleWe are seeking a skilled Financial Services Professional to join our team at United Overseas Bank. As a Private Wealth Management Specialist, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert advice and guidance on their financial needs.Key ResponsibilitiesDevelop and...