Vp / Assistant Vp / Manager, Client Wealth

2 weeks ago

Singapore United Overseas Bank Limited Full time

**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**:
The **Retail **function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

**Personal Financial Services**

We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

**Responsibilities**:
As part of the Client Acquisition Team, you will acquire high affluent customers for** UOB Privilege Banking and Privilege Reserve**. You will work closely with Privilege Banking Client Advisors (CAs) and Privilege Reserve Senior Client Advisors (SCA) to provide and deliver a Total Wealth Management experience to new and existing high affluent clients.

**Your key responsibilities include**:

- Responsible for acquisition of highly affluent clients with Asset Under Management of $350,000 and above, not restricted to Singapore resident via tele-prospecting, Networking and Privilege events
- Perform account opening and promote a suite of exclusive depository products and services
- Conduct KYC on New to Bank clients as part of bank’s front line to detect and deter Money Laundering
- Engage Banca First Touch(BFT) for all New-to-PV/R clients as part of holistic client onboarding journey ; Introduce concept of legacy planning ie Multiply /Safeguard / Distribute concepts
- Provide timely and efficient processing on account opening and other account-related matters
- Ensure compliance and legal guidelines are adhered to with all internal policies and external regulations
- Provide top quality services and improving portfolio coverage through advisory of wealth and deposit products
- Provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high net worth clients in Singapore
- Be knowledgeable about landscape of UOB product suites; Facilitate the transmission of information to our clients
- Understand clients' financial objectives, tolerance for risk in a regulated role
- Provide customers with timely information, advice and recommendations to fit their requirements

**Job Requirements**:

- A recognized university degree.
- At least 3 to 5 years of relevant experience in the banking / financial industry, experienced in financial & investment product sales
- Good knowledge of wealth management & investment products
- Self-motivated, with strong sales drive and energy
- Track record of excellence
- Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A HI)*
- Experience / Ability to liaise with clientele from respective markets such as Singapore, Malaysia, Indonesia, Thailand, Vietnam and China

**Be a part of UOB Family**:

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