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Senior Financial Advisor

1 month ago


Singapur, Singapore United Overseas Bank Full time

About the Role

We are seeking a highly skilled and experienced Senior Financial Advisor to join our team at United Overseas Bank. As a Senior Financial Advisor, you will be responsible for developing and growing our Privilege Reserve client relationships, providing financial advisory services, and delivering tailored financial and investment solutions to our affluent and high net worth clients.

Key Responsibilities

  • Develop and execute strategies to grow and maintain our Privilege Reserve client relationships
  • Provide expert financial and investment advice to our clients, identifying opportunities to enhance their wealth and financial well-being
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives
  • Collaborate with internal stakeholders to deliver seamless client experiences
  • Stay up-to-date with market trends and regulatory changes, ensuring our clients receive the best possible advice

Requirements

  • Minimum 5-8 years of experience in the banking or financial industry, with a strong background in financial and investment product sales
  • Excellent knowledge of wealth management and investment products
  • Strong sales drive and energy, with a proven track record of success in client relationship management
  • Minimum recognized degree in a relevant field

About United Overseas Bank

United Overseas Bank is a leading bank in Asia with a global network of over 500 branches and offices. We are committed to delivering exceptional customer experiences and building long-term relationships with our clients.