Senior Financial Advisor

4 weeks ago


Singapore United Overseas Bank Full time
Job Summary

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)


  • Singapore Careers@Gov Full time

    At Careers@Gov, we are seeking a Senior Financial Advisor to join our team in Singapore. As a Senior Financial Advisor, you will be responsible for providing financial guidance and support to various stakeholders within the organization.About the RoleThe ideal candidate will have a strong background in finance, with at least 5 years of experience in...


  • Singapore OCBC Bank Full time

    Job OverviewAs a Senior Financial Advisor at OCBC Bank, you will be responsible for providing personalized financial solutions to high net worth, premier and emerging affluent individuals. Your primary objective will be to identify and capitalize on business opportunities to grow our customer base while delivering exceptional customer service.OCBC Bank...


  • Singapore CareerVisors Full time

    As a Senior Financial Planning Advisor with CareerVisors in Singapore, you will have the opportunity to work with individuals and businesses to provide personalized financial advice and tailored investment solutions.About UsCareerVisors is a leading financial services company based in Singapore that provides comprehensive financial planning, investment...


  • Singapore RECRUIT NOW SINGAPORE PTE. LTD. Full time

    Unlock Your Financial PotentialAs a Senior Financial Advisor at Recruit Now Singapore Pte. Ltd., you will have the opportunity to make a real difference in people's lives by providing expert advice on investments, insurance, mortgages, estate planning, taxes, and retirement. Key Responsibilities:Provide guidance on wealth creation and management to...


  • Singapore United Overseas Bank Full time

    About United Overseas BankUnited Overseas Bank (UOB) is a leading bank in Asia with a global network of over 500 branches and offices across 19 countries.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, guided by values...


  • Singapore United Overseas Bank Full time

    Job SummaryAs a Senior Financial Advisor, Privilege Banking, you will be responsible for developing and growing our Privilege client relationships. You will provide financial advisory services and appropriate financial and investment solutions and advice to our affluent and high networth clients in various market segments. Your key responsibilities will...


  • Singapore Citi Full time

    We are seeking a highly experienced Strategic Financial Advisor Senior Leader to join our team at Citi. This role requires a minimum of 10 years of experience in Private Banking, with a proven track record in relationship selling and a deep understanding of client goals and risk tolerance.The successful candidate will be responsible for identifying trends,...

  • Financial advisor

    3 days ago


    Singapore Asia Human Capital Pte Ltd Full time

    About Us: At HSBC Life, we pride ourselves on delivering top-tier financial consulting services and are committed to providing our clients with exceptional financial advice and tailored solutions to help them achieve their financial goals. Our team of experienced professionals values integrity, collaboration, and innovation. Job Summary: We are seeking a...


  • Singapore United Overseas Bank Full time

    About the RoleThe Senior Client Advisor will be responsible for providing top-quality services to Personal and Business Banking customers, improving portfolio coverage through referrals of wealth and deposit products, including mortgage.Key ResponsibilitiesProvide timely and efficient support to the Senior Client Advisor in account opening/closing and other...


  • Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time

    At Oversea-Chinese Banking Corporation Limited, we are constantly on the lookout for exceptional individuals to join our team as Financial Services Advisors. As Singapore's longest established local bank, we have a global network of more than 450 branches and representative offices in over 15 countries and territories.We invest in our people through programs...


  • Singapore Independent Resourcing Consultancy Ltd Full time

    Independent Financial Advisor- SingaporeCompetitive Package- Self EmployedJob Advertisement:Independent Financial Advisor for Leading Wealth Management Firm in SingaporeWe are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Singapore. As an Independent...

  • Financial Director

    3 weeks ago


    Singapore AUDAX FINANCIAL TECHNOLOGY PTE. LTD. Full time

    Leadership Role at Audax Financial Technology PTE. LTD.We are seeking a seasoned Finance Manager to join our team at Audax Financial Technology PTE. LTD. As a trusted advisor to both functional leaders and executives, you will play a key role in our fast-growing organization. You will work closely with the CFO and senior leadership, as well as shareholders,...


  • Singapore Click And Connect Online Limited Full time

    Independent Financial Advisor Singapore Singapore Competitive Package Self Employed Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in SingaporeWe are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Singapore. As an...

  • Senior accountant

    4 hours ago


    Singapore Financial Chain Corporation Full time

    Financial Chain Corporation is an outsourcing accounting company looking for a suitable candidate for Senior Accountant. Please send your CV to and indicate the name of the position “Senior Accountant” in the subject line of the email. Your roleDouble-entry bookkeeping according to regulations for entrepreneurs (e.g., bank, invoices, creation and...


  • Singapore PHILLIP SECURITIES PTE LTD Full time

    Roles and ResponsibilitiesAre you looking to propel your financial advisory career to new heights? Do you want to unlock a systematic approach to prospecting and conversion, leveraging a proven business model that has achieved consecutive years of success at the Top of the Table?At PHILLIP SECURITIES PTE LTD, we're seeking a talented and ambitious individual...


  • Singapore Advisors' Clique Full time

    At Advisors' Clique, we are seeking a highly skilled Strategic Financial Advisor to join our team. As a key member of our organization, you will play a crucial role in cultivating long-term relationships with clients and business partners.The ideal candidate will have a driven entrepreneurial spirit, be at least 21 years old, and hold a Diploma/Degree in any...

  • Financial Advisor

    5 days ago


    Singapore Patrick Loh Group Full time

    Job Title: Financial Advisor - Project OpportunityAbout Us: We are a dynamic organization dedicated to exploring new project opportunities with skilled professionals like yourself.Project Overview: We are seeking certified financial advisors who have passed relevant certifications such as the M5, M9, and HI papers. This is a project-based opportunity that...


  • Singapore Careers@Gov Full time

    Careers@Gov is seeking an experienced Strategic Financial Advisor to join our team. This role is perfect for individuals who enjoy a challenging and dynamic environment, where they can utilize their skills and expertise to drive financial performance and support strategic initiatives.About the RoleWe are looking for someone with a strong background in...


  • Singapore Click and Connect Online Limited Full time

    Job Title: Senior Financial AdvisorLocation: Singapore, Remote Working OptionAbout the Role:We are seeking a highly skilled Wealth Manager to join our expanding global team. The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies.About the...


  • Singapore KPMG - Singapore Full time

    Company OverviewKPMG - Singapore is a leading professional services firm providing advisory, audit, and tax services to clients across various industries.Job DescriptionWe are seeking an experienced Senior Infrastructure Financial Advisor to join our Energy and Utilities practice in Singapore. As a key member of the team, you will provide financial advice...