AVP, Privilege Banking - Client Advisor (Onshore) | Singapore, SG

United Overseas Bank; Singapore; On-site; SGD 40,000 - 80,000; Full time

Job summary

An established industry player in the banking sector is seeking a dynamic AVP, Privilege Banking - Client Advisor to join their Wealth Banking team. This role offers the opportunity to provide tailored financial advisory services to mass-affluent clients, helping them achieve their financial goals. You will be responsible for developing strong client relationships, ensuring compliance with regulatory standards, and exceeding sales targets. If you are results-driven and passionate about helping clients maximize their financial potential, this position could be your next career move.

Qualifications

• At least 1 year of relevant experience in financial advisory.
• Strong knowledge of wealth management and investment products.

Responsibilities

• Provide financial advice and investment solutions to clients.
• Develop and strengthen relationships with assigned clients.
• Ensure compliance with internal policies and regulatory requirements.

Skills

Financial Advisory

Wealth Management

Client Relationship Management

Sales Target Achievement

Education

Recognized University Degree

Job description

AVP, Privilege Banking - Client Advisor (Onshore)

AVP, Privilege Banking - Client Advisor (Onshore)

Posting Date: 25 Apr 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 across Asia Pacific, Europe, and North America. Headquartered in Singapore, we operate through banking subsidiaries in China, Indonesia, Malaysia, and Thailand, along with branches and offices worldwide.

Our history spans over 80 years, guided by our core values: Honorable, Enterprising, United, and Committed. We strive to do what is right, build for the future, work as one team, and pursue long-term success, embodying these principles in our work with colleagues and customers alike.

About the Department

The Retail function offers Personal and Business Banking customers tailored financial solutions. We assist customers in managing their finances and achieving their financial goals through a broad range of products and services, including deposits, insurance, loans, investments, and wealth advisory services.

Personal Financial Services

We develop products that provide banking convenience and help customers maximize their financial potential, with a focus on promoting healthy saving and investment practices across generations.

Job Responsibilities

You will join a team of experienced financial professionals as a Relationship Manager within Wealth Banking. Your role involves providing financial advisory services to UOB's mass-affluent clients, achieving individual sales targets, and ensuring compliance with all sales and regulatory procedures.

• Provide prudent financial advice and investment solutions tailored to clients' financial planning needs
• Develop and strengthen relationships with assigned clients
• Ensure proper advisory procedures and documentation, adhering to internal policies and regulatory requirements (e.g., FAA and related Acts)

Job Requirements

• A recognized university degree
• At least 1 year of relevant experience in financial advisory within banking or financial services; more experienced candidates may be considered for senior roles
• Strong knowledge of wealth management and investment products
• Results-driven, dynamic, and self-motivated
• Skilled in engaging and managing clients internally and externally
• Proven track record of exceeding sales targets
• Resourceful with the ability to work independently

Join the UOB Family

UOB is an equal opportunity employer. We do not discriminate based on age, race, gender, religion, sexual orientation, disability, or other non-merit factors. Employment decisions are based on business needs and qualifications. If you need accommodations during the recruitment process, please inform us when applying.

Apply now and make a difference.