Client Advisor, Privilege Banking

1 month ago


Singapore United Overseas Bank Full time
About the Role

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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