Client Acquisition Manager, Affluent Client Group

United Overseas Bank Ltd.; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

A leading bank in Asia is seeking a Client Acquisition Manager for its Affluent Client Group. In this role, you will focus on acquiring high affluent clients and delivering tailored wealth management services. Candidates should possess a recognized university degree and relevant banking experience. Join UOB to be part of a driven team focused on client success.

Qualifications

• 3 to 5 years of relevant experience in the banking/financial industry.
• Experience in financial & investment product sales.
• Ability to converse in a foreign language is an advantage.

Responsibilities

• Acquire high affluent clients with Asset Under Management of $350,000.
• Conduct KYC on New to Bank clients.
• Ensure compliance with internal policies and regulations.

Skills

Sales Drive

Client Acquisition

Networking

Education

Recognized University Degree

Job description

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Client Acquisition Manager, Affluent Client Group

Posting Date: 20 May 2025

Location:

Singapore (City Area), Singapore, SG, 048624

Company: 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.

About the Department

The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

Personal Financial Services
We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

Job Responsibilities

As part of the Client Acquisition Team, you will acquire high affluent customers for UOB Privilege Banking.

You will work closely with Privilege Banking Client Advisors (CAs) to provide and deliver a Total Wealth Management experience to new and existing high affluent clients.

Your key responsibilities include:
• Acquisition of high affluent clients with Asset Under Management of $350,000 & above via various channels such as tele-prospecting, networking and Privilege Banking events, in Singapore and regional countries.
• Perform account opening and promote a suite of exclusive depository products and services.

• Conduct KYC on New to Bank clients and establish Source of Wealth and Source of Funds to match against client profile.
• Ensure compliance and legal guidelines are adhered to with all internal policies and external regulations.
• Primary market focus: Singapore, Thailand, Malaysia, Indonesia, Vietnam and China.

Job Requirements

• A recognized university degree.
• At least 3 to 5 years of relevant experience in the banking / financial industry, experienced in financial & investment product sales.
• Self-motivated, with strong sales drive and energy.
• Track record of excellence.
• Ability to converse in foreign language would be an advantage.

Be a part of UOB Family

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.