Senior Financial Advisor

4 weeks ago


Singapur, Singapore United Overseas Bank Full time

About the Role

As a Senior Financial Advisor at United Overseas Bank, you will be part of a team of highly trained financial professionals. Your primary responsibility will be to develop and grow our Privilege client relationships, providing financial advisory services and appropriate financial and investment solutions to our affluent and high networth clients.

Key Responsibilities

  • Develop and implement financial plans tailored to the needs of our Privilege clients.
  • Provide expert advice on investment and wealth management products to help clients achieve their financial goals.
  • Build and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded.
  • Collaborate with internal teams to identify and pursue new business opportunities.

Requirements

  • A recognized university degree in a relevant field.
  • At least 3-8 years of experience in the banking or financial industry, with a strong background in financial and investment product sales.
  • Good knowledge of wealth management and investment products.
  • Self-motivated and driven, with a strong sales focus and excellent communication skills.

About United Overseas Bank

United Overseas Bank is a leading bank in Asia with a global network of over 500 branches and offices in 19 countries. Our history spans over 80 years, and we have been guided by our values of Honorable, Enterprising, United, and Committed. We strive to do what is right, build for the future, work as one team, and pursue long-term success.



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