Senior Client Advisor

7 days ago


Singapur, Singapore UOB Full time

Overview Senior Client Advisor (EAM) role at UOB Job Description Relationship Management: Act as the main liaison between the company and external asset managers. Build and maintain strong, trust-based relationships with EAMs and their key stakeholders. Provide personalized support to EAMs to ensure their clients receive excellent service. Business Development: Identify opportunities to grow the partnership by introducing new products, services, or solutions. Collaborate with EAMs to understand their clients’ needs and align the company’s offerings accordingly. Promote the company’s wealth management platforms, investment solutions, and advisory services. Service Delivery: Ensure smooth onboarding of new EAM partners and their clients. Facilitate the execution of transactions, including investment placements, account management, and reporting. Work closely with internal teams to address issues or inquiries raised by EAMs promptly. Product Promotion and Training: Conduct presentations, workshops, and training sessions to educate EAMs on the company’s products and services. Stay up-to-date with market trends and competitor offerings to position the company competitively. Compliance and Risk Management: Ensure EAMs adhere to all relevant compliance and regulatory requirements. Monitor activities and identify potential risks in the partnership. Act as a point of escalation for issues that require special attention. Reporting and Analysis: Track and analyze the performance of EAM relationships, including revenue, transaction volumes, and client satisfaction. Prepare regular reports and updates for internal stakeholders on EAM activities and results. Additional Requirements Be a Part of the 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. Details Seniority level: Mid-Senior level Employment type: Full-time Job function: Consulting, Information Technology, and Sales Industries: Banking Referrals increase your chances of interviewing at UOB. Get notified about new Senior Client Advisor jobs in Singapore, Singapore. #J-18808-Ljbffr



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