AVP/VP, Client Advisor, Private Bank

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading private bank in Singapore is seeking an experienced professional adept at managing wealth for high-net-worth individuals. The role involves sourcing new clients, providing tailored investment solutions, and driving growth in Assets Under Management. The ideal candidate has at least 6 years of experience in private banking, possesses sound product knowledge, and demonstrates excellent communication skills. This position offers an opportunity to work within a dynamic team while ensuring compliance with regulatory standards.

Qualifications

• At least 6 years of relevant experience in private banking.
• Proven track record in acquiring high-net-worth clients.
• Sound product knowledge to provide tailored solutions.

Responsibilities

• Source and acquire new clients in the private banking sector.
• Provide tailored insurance and investment solutions based on client needs.
• Strive for Asset Under Management (AUM) growth and revenue generation.
• Ensure transactions comply with audit and statutory guidelines.

Skills

Interpersonal skills

Communication skills

Compliance knowledge

Team collaboration

Education

Bachelor's degree

Job description

Roles & Responsibilities

UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients’ financial objectives, we provide tailored products and solutions that draw on the Group’s comprehensive suite of personal, business and investment services.

Job Responsibilities

• Source for and acquire new clients within market and refer potential clients to other marketing teams or other segments within the bank
• Provide appropriate insurance & investment solutions to clients based on their needs and risk profiles
• Responsible for striving towards the Asset Under Management (AUM) growth and revenue generation
• Ensuring all transactions are strictly compliant with audit and statutory guidelines

Job Requirements

• Bachelor's degree with at least 6 years of relevant experience
• Proven track record in the private banking business
• Sound product knowledge
• Good understanding of compliance and regulatory requirements
• Excellent interpersonal and communication skills
• Team player and able to collaborate with the product team, support team, and other banking divisions to acquire clients