Senior Wealth Acquisition Specialist
1 month ago
We are seeking a highly motivated and experienced Senior Wealth Acquisition Specialist to join our Privilege Banking team. As a key member of our team, you will be responsible for acquiring high-net-worth individuals for UOB Privilege Banking and Privilege Reserve.
Job Responsibilities- Identify and acquire highly affluent clients with assets under management of $350,000 and above through tele-prospecting, networking, and privilege events.
- Perform account opening and promote exclusive depository products and services.
- Conduct Know Your Customer (KYC) on new-to-bank clients to detect and deter money laundering.
- Engage Banca First Touch (BFT) for holistic client onboarding and introduce legacy planning concepts.
- Provide timely and efficient processing on account opening and other account-related matters.
- Ensure compliance with internal policies and external regulations.
- Deliver top-quality service and improve portfolio coverage through advisory of wealth and deposit products.
- A recognized university degree.
- At least 3-5 years of relevant experience in banking or financial services, with expertise in financial and investment product sales.
- Good knowledge of wealth management and investment products.
- Self-motivated with strong sales drive and energy.
- Track record of excellence.
- Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A HI).
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.
We have been guided by our values — Honorable, Enterprising, United, and Committed — for over 80 years. Our values shape how we work consistently towards the company, our colleagues, or our customers.
BenefitsWe offer a competitive salary of SGD $120,000 - $180,000 per annum, commensurate with experience. Additionally, you can expect:
- A comprehensive benefits package, including medical insurance and retirement plans.
- Ongoing training and development opportunities to enhance your skills and knowledge.
- A dynamic and supportive work environment that fosters growth and collaboration.
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