Senior Financial Advisor

2 months ago


Singapur, Singapore United Overseas Bank Full time

About the Role

We are seeking a highly skilled and experienced Senior Financial Advisor to join our team at United Overseas Bank. As a Senior Financial Advisor, you will be responsible for developing and growing our Privilege Reserve client relationships.

Key Responsibilities

  • Provide financial advisory services and appropriate financial and investment solutions to our affluent and high net worth clients.
  • Build and maintain long-term relationships with clients, which is a key factor for success in this role.
  • Train in the UOB Privilege Client Engagement Process and lead the development of financial solutions for our Privilege Reserve clients.
  • Provide customers with timely information, advice, and recommendations to fit their requirements.

Requirements

  • Minimum 5 to 8 years of relevant experience in the Banking / Financial industry, with experience in financial and investment product sales.
  • Good knowledge of wealth management and investment products.
  • Self-motivated, with strong sales drive and energy.
  • Minimum a recognized degree in a relevant field.

About United Overseas Bank

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. 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 more than 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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