Client Advisor, Privilege Banking
1 month ago
The Client Advisor, Privilege Banking role provides financial advisory services to affluent and high net worth clients in Singapore. The successful candidate will be part of a select group of highly trained financial professionals, trained in the UOB Privilege Client Engagement Process, and will be responsible for developing and growing our Privilege Client Relationships.
Key Responsibilities
- Provide financial advisory services and appropriate financial and investment solutions and advice to our affluent and high net worth clients.
- Provide customers with timely information, advice and recommendations to fit their requirements.
- Build and maintain long-term relationships with clients.
- Good knowledge of wealth management and investment products.
- Self-motivated, with strong sales drive and energy.
Requirements
- Minimum 3 to 5 years of relevant experience in the Banking / Financial industry.
- Minimum a recognised degree in a relevant field.
- Possess relevant accreditation.
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