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Avp, client advisor
1 week ago
Posting Date: 19 Feb 2025
Location: Singapore, SG
Company: 3677
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. You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege Client Relationships.
Provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high net worth clients in Singapore.
Provide customers with timely information, advice and recommendations to fit their requirements.
Build and maintain long-term relationships with clients, which is a key factor for success in this role.
Possess good knowledge of wealth management and investment products.
Be 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 recognised degree in a relevant field.
Possess relevant accreditation (M1 B, M5, M6, M6 A, M8, M8 A, M9, M9 A HI).
Be a part of UOB Family
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
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