Senior Financial Advisor
4 days ago
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).
-
Investment Advisor/Counsellor
3 weeks ago
Singapore Unicorn Advisor (HK) Limited Full timeJob DescriptionJob Title: Investment Advisor/CounsellorCompany: Unicorn Advisor (HK) LimitedJob Summary:We are seeking an experienced Investment Advisor/Counsellor to join our team. The ideal candidate will have a proven track record in investment advisory, portfolio management, brokerage, or institutional sales.Key Responsibilities:Provide expert advice on...
-
Investment Advisor/Counsellor
3 weeks ago
Singapore Unicorn Advisor (HK) Limited Full timeJob DescriptionJob Title: Investment Advisor/CounsellorCompany: Unicorn Advisor (HK) LimitedJob Summary:We are seeking an experienced Investment Advisor/Counsellor to join our team. The successful candidate will have a proven track record in investment advisory, portfolio management, brokerage, or institutional sales.Key Responsibilities:Provide expert...
-
Investment Advisor/Counsellor
1 month ago
Singapore Unicorn Advisor (HK) Limited Full timeKey ResponsibilitiesAs a seasoned investment advisor/counsellor, you will be responsible for providing expert advice on investment strategies and portfolio management to high net worth individuals and institutional clients.Key Skills:Proven track record in investment advisory and portfolio managementExtensive knowledge of private banking business, including...
-
Investment Advisor/Counsellor
2 weeks ago
Singapore Unicorn Advisor (HK) Limited Full timeKey ResponsibilitiesWe are seeking a highly experienced Investment Advisor/Counsellor to join our team at Unicorn Advisor (HK) Limited.As a key member of our team, you will be responsible for:Providing expert investment advice to high net worth individuals and institutional clientsManaging and growing client portfolios to achieve their financial...
-
Senior Financial Advisor
21 hours ago
Singapore RECRUIT NOW SINGAPORE PTE. LTD. Full timeUnlock Your Financial PotentialAs a Senior Financial Advisor at Recruit Now Singapore Pte. Ltd., you will have the opportunity to make a real difference in people's lives by providing expert advice on investments, insurance, mortgages, estate planning, taxes, and retirement. Key Responsibilities:Provide guidance on wealth creation and management to...
-
Senior Financial Advisor
7 days ago
Singapore United Overseas Bank Full timeJob SummaryAs a Senior Client 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 through the UOB Privilege Client Engagement Process. You will provide financial advisory services and appropriate financial and...
-
Senior Financial Advisor
1 week ago
Singapore United Overseas Bank Full timeAbout the RoleAs a Senior Client Advisor at United Overseas Bank, you will play a key role in developing and growing our Privilege client relationships. You will provide financial advisory services and appropriate financial and investment solutions to our affluent and high net worth clients in various market segments. Your primary focus will be on building...
-
Financial Advisor
3 weeks ago
Singapore Great Eastern - Modern Advisors Full timeUnlock Your Potential with Great Eastern - Modern AdvisorsAre you a talented and ambitious individual looking to take your career to the next level? Do you have a passion for helping others achieve their financial goals? We have an exciting opportunity for a Financial Consultant to join our team at Great Eastern - Modern Advisors.About UsGreat Eastern -...
-
Senior Financial Advisor, Privilege Banking
1 week ago
Singapore United Overseas Bank Full timeJob SummaryAs a Senior Financial Advisor, Privilege Banking, you will be responsible for developing and growing our Privilege client relationships. You will provide financial advisory services and appropriate financial and investment solutions and advice to our affluent and high networth clients in various market segments. Your key responsibilities will...
-
Financial Director
4 hours ago
Singapore AUDAX FINANCIAL TECHNOLOGY PTE. LTD. Full timeLeadership Role at Audax Financial Technology PTE. LTD.We are seeking a seasoned Finance Manager to join our team at Audax Financial Technology PTE. LTD. As a trusted advisor to both functional leaders and executives, you will play a key role in our fast-growing organization. You will work closely with the CFO and senior leadership, as well as shareholders,...
-
Certified Financial Advisor Opportunity
4 weeks ago
Singapore Patrick Loh Group Full timeFinancial Advisor OpportunityWe are seeking certified financial advisors who have passed the M5, M9, and HI papers. This project-based opportunity allows us to explore potential collaboration with you.RequirementsCertified Financial Advisor: You must hold a valid certification as a financial advisor.Proper Documentation: You must provide proper documentation...
-
Senior Financial Advisor
21 hours ago
Singapore PHILLIP SECURITIES PTE LTD Full timeRoles and ResponsibilitiesAre you looking to propel your financial advisory career to new heights? Do you want to unlock a systematic approach to prospecting and conversion, leveraging a proven business model that has achieved consecutive years of success at the Top of the Table?At PHILLIP SECURITIES PTE LTD, we're seeking a talented and ambitious individual...
-
Senior Portfolio Manager
1 month ago
Singapore Unicorn Advisor (HK) Limited Full timeSenior Portfolio Business ManagerWe are seeking a seasoned Senior Portfolio Business Manager to join our team at Unicorn Advisor (HK) Limited. As a key member of our leadership team, you will be responsible for driving revenue growth and expanding our portfolio.Key Responsibilities:Lead a team of sales professionals to achieve revenue targets and expand our...
-
Financial Advisor
3 weeks ago
Singapore The Advisors Group Full timeJob Title: Financial ConsultantAt The Advisors Group, we are seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will play a crucial role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Develop and implement financial solutions to meet clients' needs and goalsProvide clients with...
-
Financial Advisor
3 weeks ago
Singapore The Advisors Group Full timeJob Title: Financial ConsultantAt The Advisors Group, we are seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Develop and implement financial solutions to meet clients' needs and goalsProvide clients with accurate and...
-
Senior Investment Advisor
1 month ago
Singapore Options Group Full timeSenior Investment AdvisorAt Options Group, we are seeking a seasoned professional with extensive experience in the dynamic financial industry to join our team as a Senior Investment Advisor.Key Responsibilities:Provide expert investment advice to clients, leveraging robust analytical skills and deep knowledge of global capital market securities.Develop and...
-
Financial Advisor
1 month ago
Singapore The Advisors Group Full timeJob Title: Financial ConsultantAt The Advisors Group, we are seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Develop and implement financial solutions to meet clients' needs and goalsProvide clients with accurate and...
-
Senior Financial Crime Advisor
6 days ago
Singapore OCBC Full timeRole OverviewAs a Senior Financial Crime Advisor at OCBC, you will play a vital role in safeguarding the bank's integrity and protecting it from financial crime threats. Your expertise in AML/CFT regulatory requirements, including MAS Notice 626, will be instrumental in ensuring ongoing compliance with regulatory requirements and maintaining the bank's...
-
Financial Advisor
1 week ago
Singapore Click and Connect Online Limited Full timeJob Title: Financial Advisor - SingaporeLocation: Singapore, Remote Working OptionCompany: Hebden ConsultingWebsite: https://hebdenconsulting.comAbout Hebden Consulting:Hebden Consulting is an Independent Financial Advisory firm with offices in Malaysia and London. Specializing in working with international expats, Hebden Consulting offers a comprehensive...
-
Senior Investment Advisor
3 weeks ago
Singapore Options Group Full timeSenior Investment AdvisorAt Options Group, we are seeking a seasoned professional with extensive experience in the dynamic financial industry to join our team as a Senior Investment Advisor.Key Responsibilities:Provide expert investment advice to clients, leveraging robust analytical skills and deep knowledge of global capital market securities.Develop and...