Vice President, Client Relations
3 days ago
About United Overseas Bank
United Overseas Bank Limited (UOB) stands as a prominent financial institution in Asia, boasting a vast network that spans over 500 branches and offices across 19 countries and territories in the Asia Pacific, Europe, and North America. With a rich history of more than 80 years, we are driven by our core values — Honorable, Enterprising, United, and Committed.
About the Department
The Retail division is dedicated to providing both Personal and Business Banking clients with customized financial solutions that cater to their unique requirements. Our mission is to assist clients in managing their finances effectively and achieving their financial aspirations through a comprehensive array of products and services, including deposits, insurance, secured and unsecured loans, as well as investment and wealth advisory services.
Key Responsibilities
- Engage as part of a team of adept financial professionals trained in the UOB Privilege Client Engagement Process.
- Foster and expand Privilege client relationships by delivering financial advisory services and appropriate investment solutions.
- Provide timely insights and recommendations tailored to meet client needs.
- Establishing and nurturing long-term client relationships is essential for success in this position.
Qualifications
- A university degree is mandatory.
- 3 to 8 years of pertinent banking or financial experience is required for the Junior Client Advisor role.
- Candidates with a minimum of 5 years of experience will be considered for the Senior Client Advisor role.
- Strong understanding of wealth management and investment products is essential.
- A self-driven individual with a robust sales orientation and enthusiasm is preferred.
- Relevant certifications such as M1B, M5, M6, M6A, M8, M8A, M9, M9A HI are advantageous.
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