Senior Financial Advisor

1 month ago


Singapur, Singapore United Overseas Bank Full time

Senior Financial Advisor

United Overseas Bank Limited is seeking a highly skilled Senior Financial Advisor to join our team in Singapore. As a Senior Financial Advisor, you will be responsible for providing financial advisory services and developing long-term relationships with affluent and high net worth clients.

About the Role

The ideal candidate will have a minimum of 3 to 5 years of experience in the banking and financial industry, with a strong background in financial and investment product sales. You will be trained in the UOB Privilege Client Engagement Process and will be responsible for building and maintaining relationships with clients.

Key Responsibilities

  • Provide financial advisory services and develop long-term relationships with clients
  • Develop and implement financial and investment solutions and advice to clients
  • Build and maintain relationships with clients through regular communication and follow-up
  • Stay up-to-date with market trends and regulatory changes to provide expert advice to clients

Requirements

The successful candidate will have a recognized degree in a relevant field and relevant accreditation. You will be self-motivated, with strong sales drive and energy, and be able to work effectively in a team environment.



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