Senior Financial Advisor
4 weeks ago
As a Senior Client Advisor at United Overseas Bank, you will be part of a team of highly trained financial professionals. Your primary responsibility will be to develop and grow our Privilege client relationships through the UOB Privilege Client Engagement Process. You will provide financial advisory services and appropriate financial and investment solutions to our affluent and high networth clients in various market segments. Building and maintaining long-term relationships with your clients is a key factor for success in this role.
Key Responsibilities
- Provide financial advisory services and appropriate financial and investment solutions to our affluent and high networth clients.
- Develop and grow our Privilege client relationships through the UOB Privilege Client Engagement Process.
- Build and maintain long-term relationships with your clients.
- Provide customers with timely information, advice and recommendations to fit their requirements.
Requirements
- A recognized university degree.
- Candidates with at least 5 years of relevant experience in the banking / financial industry.
- Good knowledge of wealth management & investment products.
- Self-motivated, with strong sales drive & energy.
- Possess relevant accreditation (CACS Paper1 & 2)
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