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Assistant Vice President, Client Advisor

2 months ago

Singapore UNITED OVERSEAS BANK LIMITED Full time
Job Summary

We are seeking a highly skilled and experienced Client Advisor to join our Privilege Banking team at UNITED OVERSEAS BANK LIMITED. As a key member of our team, you will be responsible for developing and growing our Privilege client relationships, providing financial advisory services, and delivering tailored financial solutions to our affluent and high-net-worth clients in Singapore.

Key Responsibilities
  • Client Relationship Management: Build and maintain long-term relationships with our Privilege clients, providing them with timely information, advice, and recommendations to fit their requirements.
  • Financial Advisory Services: Provide financial advisory services, including financial and investment solutions and advice, to our affluent and high-net-worth clients in Singapore.
  • Business Development: Develop and grow our Privilege client relationships, identifying new business opportunities and expanding our client base.
  • Team Collaboration: Work closely with our team of financial professionals to deliver exceptional client service and achieve business objectives.
Requirements
  • Education: A recognized university degree.
  • Experience: At least 3 years of relevant experience in the banking/financial industry, with experience in financial & investment product sales for the Junior Client Advisor role. Candidates with at least 5 years of relevant experience will be considered for the Senior Client Advisor role.
  • Skills: Good knowledge of wealth management & investment products, self-motivated with strong sales drive & energy, and ability to liaise with clientele from respective markets (Greater China, Indonesia, Thailand, etc.).
  • Accreditation: Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI).