Assistant VP, Client Advisor – Privilege Banking

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A leading bank in Singapore is seeking a Client Advisor to develop and manage Privilege client relationships. The role involves providing financial advisory services and investment solutions to affluent clients, requiring a recognized degree and relevant banking experience. Strong sales drive and accreditation are essential. This position offers the opportunity to work closely with high-net-worth individuals and requires building long-term relationships to ensure client success.

Qualifications

• At least 3 years of relevant experience in the banking/financial industry.
• Experience in financial & investment product sales.
• Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI).

Responsibilities

• Train in the UOB Privilege Client Engagement Process.
• Provide financial advisory and investment solutions.
• Build long-term relationships with clients.

Skills

Financial advisory services

Wealth management knowledge

Sales drive

Client engagement

Education

Recognized university degree

Job description

You will be part of a 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. You will be required to provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high-net-worth clients in Singapore. You will provide customers with timely information, advice and recommendations to fit their requirements. Building and maintaining long-term relationships with your clients is a key factor for success in this role.

• You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.
• To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high-net-worth clients in Singapore.
• To provide customers with timely information, advice, and recommendations to fit their requirements.
• Building and maintaining long-term relationships with your clients is a key factor for success in this role.

Job Requirements:

• A recognized university degree.
• At least 3 years of relevant experience in the banking / financial industry, and experience in financial & investment product sales for the Junior Client Advisor role.
• Candidates with at least 5 years of relevant experience will be considered for the Senior Client Advisor role
• Good knowledge of wealth management & investment products.
• Self-motivated, with strong sales drive & energy.
• Experience / Ability to liaise with clientele from respective markets Greater China / Indonesia/ Thailand etc
• Ability to travel regionally if required

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