Senior Financial Advisor

4 days ago


Singapore United Overseas Bank Full time
Job Summary

As a Senior Financial Advisor - Privilege Banking, you will be part of a select group of highly trained financial professionals. You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege Client Relationships. You will provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients in Singapore. You will provide customers with timely information, advice and recommendations to fit their requirements. Building and maintaining long-term relationships with clients is a key factor for success in this role. You will have good knowledge of wealth management and investment products. You will be self-motivated, with strong sales drive and energy. You will have a minimum of 3 to 5 years of relevant experience in the Banking / Financial industry, experienced in financial and investment product sales. You will have a minimum of a recognized degree in a relevant field. You will possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A HI).

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

About the Department

Job Responsibilities
  • Be part of a select group of highly trained financial professionals.
  • Provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients in Singapore.
  • Provide customers with timely information, advice and recommendations to fit their requirements.
  • Build and maintain long-term relationships with job clients is a key factor for success in this role.
  • Good knowledge of wealth management and investment products.
  • Self-motivated, with strong sales drive and energy.


Job Requirements

Skills and Experience
  • Minimum 3 to 5 years of relevant experience in the Banking / Financial industry, experienced in financial and investment product sales.


Education
  • Minimum a recognized degree in a relevant field.
  • Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A HI).


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