Premier Private Client Advisor
1 week ago
We are seeking a highly driven individual to take on the challenge of managing affluent customer relationships in our Premier Private Client team. As a Client Advisor, you will be responsible for acquiring and prospecting new customers, developing and strengthening relationships with existing customers, and contributing to the bottom-line of Premier Private Client through the accomplishment of profit and growth targets.
Key Responsibilities- Actively acquire and prospect new customers for the Premier Banking - Private Client (Offshore) segment with a minimum AUM of S$1 million.
- Develop and strengthen relationships with existing customers in accordance with relevant business goals.
- Contribute to the bottom-line of Premier Private Client through the accomplishment of profit and growth targets.
- Manage relationships with new and existing affluent customers through professional consultative financial analysis.
- Up-sell, cross-sell, and provide regular market information updates and trend analysis to these customers.
- Ensure superior customer service and contribute to the overall customer experience of Premier Private Client.
- 5 years or more of wealth management sales experience in the banking and financial services industry, preferably in managing the affluent segment with a proven track record in sales performance.
- Recognised university degree and accreditation in CACS Paper 1 & Paper 2 and HI.
- Sound knowledge of banking products and services, including investment products such as unit trusts, bancassurance, and treasury products.
- Strong interpersonal and communication skills, with the ability to tele-consult effectively.
- Initiative, integrity, and the ability to work independently and as a team.
- Drive to succeed and focus on achieving sales quotas and revenue.
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Premier Private Client Advisor
24 hours ago
Singapur, Singapore OCBC Bank Full timeJob DescriptionWe are seeking a highly skilled and experienced Client Advisor to join our Premier Private Client team. As a Client Advisor, you will be responsible for acquiring and prospecting new customers for the Premier Banking - Private Client (Offshore) segment, with a focus on affluent customers with AUM of S$1 million and above.Key...
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Premier Private Client Advisor
1 week ago
Singapur, Singapore OCBC Bank Full timeJob SummaryWe are seeking a highly driven and experienced individual to join our Premier Private Client team as a Client Advisor. This role involves acquiring and prospecting new customers for the Premier Banking - Private Client (Offshore) segment, developing and strengthening relationships with existing clients, and contributing to the bottom-line of...
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Premier Private Client Relationship Manager
3 days ago
Singapur, Singapore OCBC Bank Full timeJob SummaryWe are seeking a highly motivated and experienced Client Advisor to join our Premier Private Client team. As a Client Advisor, you will be responsible for acquiring and prospecting new customers, developing and strengthening relationships with existing customers, and contributing to the bottom-line of Premier Private Client through the...
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Premier Private Client Relationship Manager
5 days ago
Singapur, Singapore OCBC Bank Full timeJob SummaryWe are seeking a highly motivated and experienced Client Advisor to join our Premier Private Client team. As a Client Advisor, you will be responsible for acquiring and prospecting new customers, developing and strengthening relationships with existing customers, and contributing to the bottom-line of Premier Private Client through the...
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Premier Private Client Relationship Manager
2 weeks ago
Singapur, Singapore OCBC Bank Full timeAbout the RoleWe are seeking a highly motivated and experienced Client Advisor to join our Premier Private Client team. As a Client Advisor, you will be responsible for acquiring and prospecting new customers for the Premier Banking - Private Client (Onshore) segment, with a focus on affluent customers with assets under management of S$1 million and...
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Premier Private Client Relationship Manager
1 week ago
Singapur, Singapore OCBC Bank Full timeAbout the RoleWe are seeking a highly motivated and experienced Client Advisor to join our Premier Private Client team. As a Client Advisor, you will be responsible for acquiring and prospecting new customers for the Premier Banking - Private Client (Onshore) segment, with a focus on affluent customers with assets under management of S$1 million and...
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Client Advisor Assistant, Private Wealth
4 months ago
Singapur, Singapore United Overseas Bank Full timeClient Advisor Assistant, Private Wealth Posting Date: 05-May-2023 Location: Singapore (City Area), Singapore, Singapore, 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...
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Assistant VP
4 months ago
Singapur, Singapore United Overseas Bank Full timeAssistant VP / Manager, Client Advisor Assistant, Private Bank Posting Date: 04-May-2023 Location: Singapore, SG Company: United Overseas Bank Limited 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...
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Singapur, Singapore United Overseas Bank Full timeAbout United Overseas BankUnited 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.About the DepartmentUOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million...
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Assistant VP
4 months ago
Singapur, Singapore United Overseas Bank Full timeAssistant VP / Manager, Client Advisor Assistant, Private Wealth Posting Date: 19-May-2023 Location: Raffles (City Area), Singapore, Singapore, 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...
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Client Advisor, Private Wealth
4 months ago
Singapur, Singapore United Overseas Bank Full timeClient Advisor, Private Wealth Posting Date: 08-May-2023 Location: Singapore (City Area), Singapore, 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...
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Client Advisor
2 months ago
Singapur, Singapore OCBC Bank Full timeClient Advisor-(24000112) Description Financial To provide quality wealth advisory services and financial product recommendations to HNW Private Clients. To enhance franchise value by cross-selling appropriate wealth solutions based on advisory based approach. To expand the Private Client Franchise by acquiring new High Net Worth (Private...
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Client Advisor Assistant Manager, Private Wealth
3 weeks ago
Singapur, Singapore United Overseas Bank Full timeManager, Client Advisor Assistant, Private Wealth About United Overseas Bank (UOB) United Overseas Bank Limited (UOB) stands as a prominent financial institution in Asia, boasting a comprehensive network of over 500 branches and offices across 19 countries and regions in the Asia Pacific, Europe, and North America. With a legacy exceeding 80 years,...
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Client Advisor Assistant Manager, Private Wealth
3 weeks ago
Singapur, Singapore United Overseas Bank Full timeManager, Client Advisor Assistant, Private Wealth About United Overseas Bank (UOB) United Overseas Bank Limited (UOB) stands as a prominent financial institution in Asia, boasting a comprehensive network that spans over 500 branches and offices across 19 countries and regions in the Asia Pacific, Europe, and North America. With a rich history of...
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Senior Client Advisor, Private Wealth
4 months ago
Singapur, Singapore United Overseas Bank Full timeSenior Client Advisor, Private Wealth Posting Date: 08-May-2023 Location: Singapore (City Area), Singapore, 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...
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Singapur, Singapore United Overseas Bank Full timeAbout UOBUnited 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. Our history spans more than 80 years, guided by our values – Honorable, Enterprising, United and Committed.About the DepartmentOur team is dedicated to providing exceptional service to our clients,...
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Client Advisor Assistant Manager, Private Wealth
3 weeks ago
Singapur, Singapore United Overseas Bank Full timeManager, Client Advisor Assistant, Private Wealth About United Overseas Bank (UOB) United Overseas Bank Limited (UOB) stands as a prominent financial institution in Asia, boasting a comprehensive network that spans over 500 branches and offices across 19 countries and regions in the Asia Pacific, Europe, and North America. With a legacy of more than...
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Investment Advisor, Private Bank
2 weeks ago
Singapur, Singapore United Overseas Bank Full timeAbout the RoleWe are seeking a skilled Investment Advisor to join our Private Bank team. As an Investment Advisor, you will be responsible for managing the wealth of high-net-worth individuals with investment assets of $5 million and above.Key ResponsibilitiesAttend to Relationship Managers' queries on all equity matters in a timely and professional...
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Wealth Management Sales Professional
3 weeks ago
Singapur, Singapore OCBC Bank Full timeJob SummaryWe are seeking a highly driven and experienced Client Advisor to join our Premier Private Client team in Singapore. As a Client Advisor, you will be responsible for acquiring and prospecting new customers for our Premier Banking - Private Client (Offshore) segment, with a focus on affluent clients.Key ResponsibilitiesCustomer Acquisition: Actively...
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Manager, Client Advisor Assistant, Private Wealth
4 months ago
Singapur, Singapore United Overseas Bank Full timeManager, Client Advisor Assistant, Private Wealth Posting Date: 21-May-2023 Location: Singapore (City Area), Singapore, Singapore, 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...
