Client Advisor

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 80,000 - 140,000; Full time

Job summary

United Overseas Bank Limited (UOB) is seeking a Client Advisor for Privilege Banking in Singapore. You will be trained in the Privilege Client Engagement Process and lead the development of high-net-worth client relationships, delivering tailored advisory and investment solutions.

The role requires a degree and 3+ years in banking/finance, with senior candidates considered for higher responsibilities. Strong knowledge of wealth management and a proactive sales mindset are essential.

Qualifications

• A recognized university degree.
• At least 3 years of relevant experience in banking/financial industry for the Junior Client Advisor role.
• Candidates with at least 5 years of relevant experience will be considered for the Senior Client Advisor role.
• Good knowledge of wealth management & investment products.
• Self-motivated, with strong sales drive & energy.
• Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI)

Responsibilities

• Lead manager in developing and growing Privilege client relationships.
• Provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high-net-worth clients in Singapore.
• 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.

Skills

Sales drive

Client relationship management

Wealth management knowledge

Financial advisory

Education

Bachelor's degree

Job description

Client Advisor - Privilege Banking

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-net-worth clients in Singapore. 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-net-worth clients in Singapore.
• 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.

Job Requirements:

• A recognized university degree.
• At least 3 years of relevant experience in the banking / financial industry, and experience in financial & investment product sales for the Junior Client Advisor role.
• Candidates with at least 5 years of relevant experience will be considered for the Senior Client Advisor role
• Good knowledge of wealth management & investment products.
• Self-motivated, with strong sales drive & energy.

Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI)