Client Advisor

UOB; Singapore; On-site; SGD 60,000 - 110,000; Full time

Job summary

United Overseas Bank Ltd in Singapore seeks a Client Advisor to lead Privilege client engagements, delivering financial advisory and wealth management solutions to affluent clients. You will build and grow long-term relationships, provide timely information and recommendations, and ensure compliant advisory procedures in line with FAA and regulatory acts.

A strong sales mindset is essential for success in this client-focused role, with opportunities to develop within UOB's Privilege platform and

Qualifications

• A recognized university degree.
• 3–8 years of relevant experience in banking/financial industry.
• Strong advisory skills and wealth management product knowledge.
• Experience with AML/KYC in retail banking preferred.
• Accreditations such as M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI are desirable.

Responsibilities

• Provide financial advisory services and investment solutions to affluent and high net worth clients.
• Build and maintain long-term client relationships.
• Provide timely information, advice and recommendations to fit client requirements.
• Ensure proper advisory procedures and documentation in line with internal policies and regulatory acts.

Skills

Advisory skills

Wealth management knowledge

Sales drive

Self-motivated

AML/KYC familiarity

Education

Recognized university degree

Job description

## Client AdvisorApply: Onsite: Central Region (City Area): Full time: Posted Today: JR98925Company: 1011 United Overseas Bank Ltd **About UOB**United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow. **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 clientsis 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**CMFAS CM-EIP - Capital Markets – Excluded Investment Products – Securities, Collective Investment Schemes (EIP) and Foreign Exchange - Singapore - Singapore, CMFAS CM-SIP - Capital Markets – Specified Investment Products – Derivatives and Collective Investment Schemes (SIP) - Singapore - Singapore, CMFAS HI - Certificate in Health Insurance - Singapore, CMFAS M5 - Rules & Regulations for Financial Advisory Services - Singapore, CMFAS M6A - Securities and Futures Product Knowledge - Singapore, CMFAS M6 - Securities Products and Analysis - Singapore, CMFAS M8A - Collective Investment Schemes II - Singapore, CMFAS M8 - Collective Investment Schemes - Singapore, CMFAS M9A - Life Insurance and Investment-Linked Policies II - Singapore, CMFAS M9 - Life Insurance & Investment-Linked Policies - Singapore, CMFAS RES1B - Rules, Ethics and Skills for Securities Dealers of Non- Exchange Members - Singapore, CMFAS RES2B - Rules, Ethics and Skills for Derivatives Dealers of Non- Exchange Members - Singapore, CMFAS RES5 - Rules, Ethics and Skills for Financial Advisory Services - Singapore