Strategic Financial Consultant for High Net Worth Individuals

3 weeks ago


Singapore United Overseas Bank Full time
About United Overseas Bank

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of over 500 branches and offices across 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.

We have a history spanning over 80 years, guided by our core values - Honorable, Enterprising, United, and Committed. This means we 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, towards the company, our colleagues, or our customers.

Role Overview

You will be part of a group of highly trained financial professionals. Our ideal candidate will be trained in the UOB Privilege Client Engagement Process and will lead the development and growth of our Privilege client relationships. As a Strategic Financial Consultant for High Net Worth Individuals, you will provide financial advisory services and appropriate financial and investment solutions to our affluent and high net worth clients in various market segments.

Your key responsibilities include:

  • Providing financial advisory services and developing financial plans tailored to each client's needs and goals.
  • Introducing and promoting UOB's wealth management products and services to meet our clients' requirements.
  • Maintaining regular communication with clients to ensure their ongoing satisfaction and loyalty.

To succeed in this role, you must possess excellent communication and interpersonal skills, combined with a solid understanding of financial markets and products. You will also need to be results-driven, proactive, and able to work independently with minimal supervision.

Requirements

We are looking for a highly motivated and experienced professional who meets the following criteria:

  • A recognized university degree in a relevant field such as finance, economics, or business administration.
  • At least 3-8 years of experience in the banking and financial industry, preferably in wealth management or private banking.
  • Strong knowledge of financial products and services, including investments, insurance, and lending products.
  • Excellent sales and marketing skills, with a proven track record of achieving targets and meeting performance metrics.
Salary Range

The salary range for this role is estimated to be between SGD $120,000 and SGD $180,000 per annum, depending on qualifications and experience. In addition to your base salary, you may also be eligible for bonuses, stock options, and other benefits.



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