Senior Wealth Management Professional

13 hours ago


Singapore United Overseas Bank Full time

Wealth Management Opportunity in Asia

At United Overseas Bank, we are committed to delivering exceptional wealth management solutions to our high-net-worth clients. As a Senior Client Advisor Assistant, you will play a crucial role in providing tailored financial services and ensuring seamless client experiences.

About the Role

As a key member of our Private Banking team, you will be responsible for:

  • Delivering top-notch client service through thorough understanding of client needs and preferences;
  • Processing banking and investment transactions efficiently and accurately;
  • Coordinating with internal stakeholders to resolve client queries and issues promptly;
  • Providing financial solutions that meet client objectives and mentoring junior colleagues when required.

Requirements

To succeed in this role, you should possess:

  • A Diploma or Degree in a relevant field, preferably with 3 years of experience as an Assistant Relationship Manager in Wealth Management;
  • CACS Certification (Paper 1 & 2) is highly desirable;
  • Strong knowledge of asset classes and products, including Fixed Income, Equities, FX-linked products, unit trusts, Funds, and Structured Notes.

Competitive Salary: $80,000 - $120,000 per annum

Based on your excellent communication, problem-solving, and interpersonal skills, you will thrive in this dynamic environment. If you are passionate about delivering exceptional client experiences and are eager to grow your career in wealth management, please apply today.



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