Senior Financial Advisor
1 week ago
Senior Financial Advisor
At United Overseas Bank, we are seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing financial advisory services to our affluent and high networth clients. You will work closely with our clients to understand their financial goals and provide tailored solutions to meet their needs.
Key Responsibilities:
- Provide financial advisory services to our affluent and high networth clients.
- Develop and grow our Privilege client relationships.
- Provide customers with timely information, advice and recommendations to fit their requirements.
- Build and maintain long-term relationships with your clients.
Requirements:
- A recognized university degree.
- At least 3 - 8 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.
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Senior Financial Advisor
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