Senior Private Wealth Advisor

UOB; Kota Medan ᯔᯩᯑᯉ᯲; Vor Ort; IDR 1.674.107.000 - 2.790.179.000; Vollzeit

Zusammenfassung

United Overseas Bank Limited (UOB) in Singapore seeks a lead manager to develop and grow Privilege client relationships, delivering financial advisory services and tailored investment solutions to affluent clients with strong growth in various market segments.

You will provide timely information and recommendations, build long-term relationships, and ensure proper advisory procedures and documentation in compliance with internal policies and regulatory requirements.

Qualifikationen

• Recognized university degree is required.
• Minimum 5 years of relevant working experience; banking/financial services background is advantageous.
• Strong advisory skills with wealth management & investment product knowledge.
• Candidates with AML/KYC knowledge in retail banking preferred.
• Self-motivated with strong sales drive and energy.
• Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI).

Aufgaben

• Lead in developing and growing Privilege client relationships.
• Provide financial advisory services and investment solutions to affluent clients.
• Provide timely information, advice and recommendations to fit client requirements.
• Build and maintain long-term client relationships as a key success factor.
• Ensure proper advisory procedures and documentation in line with internal policies and regulatory requirements.

Kenntnisse

Client advisory

Wealth management

Sales drive

Interpersonal skills

Regulatory knowledge

Ausbildung

University degree

Regulatory accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI)

Jobbeschreibung

United Overseas Bank Limited (UOB) in Singapore seeks a lead manager to develop and grow Privilege client relationships, delivering financial advisory services and tailored investment solutions to affluent clients with strong growth in various market segments.

You will provide timely information and recommendations, build long-term relationships, and ensure proper advisory procedures and documentation in compliance with internal policies and regulatory requirements.