Senior Financial Advisor, Privilege Banking

4 weeks ago


Singapore United Overseas Bank Full time
About the Role

The Retail Banking function at United Overseas Bank (UOB) provides Personal and Business Banking customers with financial solutions tailored to their needs. As a Senior Financial Advisor, you will be part of a team of highly trained financial professionals who design and provide products and services that empower customers to enjoy greater banking convenience while extracting more value from their money.

Key Responsibilities

You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. Your key responsibilities will include:
  • Providing financial advisory services and appropriate financial and investment solutions and advice to our affluent and high net worth clients in various market segments.
  • Building and maintaining long-term relationships with your clients, ensuring their financial goals are met and exceeded.
  • Ensuring proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes, and regulatory requirements.

Requirements

To be successful in this role, you will need:
  • A recognized university degree.
  • At least 3-8 years of relevant experience in the banking/financial industry, with a strong background in financial and investment product sales.
  • Strong advisory skills and a good understanding of wealth management and investment products.
  • Self-motivation, with a strong sales drive and energy.
  • Relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A HI).

About UOB

United 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. We operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, and Thailand, as well as branches and offices. Our history spans over 80 years, and we have been guided by our values - Honorable, Enterprising, United, and Committed. This means we always strive to do what is right, build for the future, work as one team, and pursue long-term success.

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