AVP-VP, Privilege Banking Client Advisor (Onshore Market)

1011 United Overseas Bank Ltd; Singapore; On-site; SGD 60,000 - 105,000; Full time

Job summary

1011 United Overseas Bank Ltd in Singapore seeks a Junior Client Advisor to drive Privilege client engagement, providing financial advisory services and investment solutions to affluent clients. You will build long-term relationships and deliver timely advice to fit client requirements.

The role requires a university degree and 3–8 years in banking, with strong advisory skills and wealth management knowledge. AML/KYC experience is preferred, and accreditations are a plus.

Qualifications

• A recognized university degree is required.
• 3–8 years of relevant experience in banking/financial services for junior client advisor roles.
• Strong advisory skills with good knowledge of wealth management and investment products.
• Candidates with AML/KYC experience in retail banking are preferred.
• Self-motivated with high energy and drive.
• Relevant accreditations (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI) are advantageous.

Responsibilities

• Lead the engagement with Privilege clients and provide financial advisory services.
• Develop and grow affluent client relationships with timely information, advice and recommendations.
• Ensure proper advisory procedures and documentation in line with internal policies and regulatory requirements.

Skills

Advisory skills

Sales drive

Education

Recognized university degree

Job description

Company: 1011 United Overseas Bank Ltd

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 in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

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 networth clients in various market segments. 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 networth clients for various market segments. 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. Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts).

Job Requirements

• A recognized university degree.
• At least 3 - 8 years of relevant experience in the banking / financial industry, experienced in financial & investment product sales for Junior Client Advisor role.
• Strong advisory skill and possess with good product knowledge of wealth management & investment products.
• Candidates with prior experience and knowledge in AML/KYC processes within the retail banking sector are preferred.
• Self-motivated, with strong sales drive & energy.
• Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI).

Additional Requirements

Develop, Engage, Execute, Strategise

Be a Part of the UOB Family

Equal Opportunity Employer

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.

UOB Ratings and Presence

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

Career Site

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