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Senior Client Advisor, Private Wealth
2 months ago
As a Senior Client Advisor, Private Wealth, you will be part of a team of highly trained financial professionals at United Overseas Bank. Your primary responsibility will be to develop and grow relationships with our Privilege clients, providing them with tailored financial and investment solutions to meet their needs.
Key Responsibilities
- Provide financial advisory services and appropriate financial and investment solutions to affluent and high net worth clients in various market segments.
- Build and maintain long-term relationships with clients, understanding their financial objectives and providing timely information, advice, and recommendations.
- Develop and implement strategies to grow client relationships and increase revenue.
- Stay up-to-date with market trends and regulatory changes, ensuring compliance with UOB's policies and procedures.
Requirements
- A recognized university degree.
- At least 5 years of relevant experience in the banking/financial industry.
- Good knowledge of wealth management and investment products.
- Self-motivated, with strong sales drive and energy.
- Possess relevant accreditation (CACS Paper 1 & 2).
About UOB
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of over 500 branches and offices in 19 countries and territories. 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 over 80 years, guided by our values of Honorable, Enterprising, United, and Committed. We strive to do what is right, build for the future, work as one team, and pursue long-term success.
