Client Advisor

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

UNITED OVERSEAS BANK LIMITED in Singapore seeks a lead Junior Client Advisor to develop and grow Privilege client relationships, delivering tailored financial advisory and investment solutions to affluent clients. You will provide timely information, advice, and recommendations to meet requirements.

You're expected to build long-term relationships and ensure compliant advisory procedures and documentation per internal policies and regulatory requirements.

Qualifications

• A recognized university degree.
• At least 3–8 years of relevant experience in banking/finance.
• Strong advisory skills and knowledge of wealth management products.
• AML/KYC experience in retail banking preferred.
• Self-motivated with sales drive and energy.
• Accreditations (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI) are desirable.

Responsibilities

• Train in UOB Privilege Client Engagement Process and lead in growing Privilege client relationships.
• Provide financial advisory and investment solutions to affluent clients.
• Deliver timely information, advice and recommendations to fit client requirements.
• Build and maintain long-term client relationships as a key success factor.
• Ensure proper advisory procedures and documentation per internal policies and regulatory requirements.

Education

Bachelor's degree

Job description

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. Candidates not from banking / financial industry but with strong interest in financial Advisory roles will also be considered for the 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)