Client Advisor

1011 United Overseas Bank Ltd; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

1011 United Overseas Bank Ltd seeks a capable Client Advisor to cultivate Privilege client relationships and deliver tailored financial advisory and investment solutions. You will be trained to enhance client engagement, provide timely guidance, and ensure compliant advisory practices across wealth management segments.

Ideal candidates hold a university degree with 3–8 years in banking, strong advisory skills, and AML/KYC knowledge.

Qualifications

• 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.

Responsibilities

• Develop and grow Privilege client relationships.
• Provide financial advisory services and investment solutions to affluent clients.
• Maintain timely information, advice and recommendations to fit client requirements.
• Ensure proper advisory procedures and documentation adhering to internal policies and regulatory requirements.

Skills

Financial advisory

Wealth management knowledge

AML/KYC familiarity

Sales drive

Education

Bachelor’s degree

Tools

CRM systems

Job description

Company:

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 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

• 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

Be a Part of the 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.

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: UOB Career site