Client Advisor, Privilege Banking

UOB; Singapore; On-site; SGD 120,000 - 240,000; Full time

Job summary

United Overseas Bank Limited (UOB) seeks a lead manager to grow Privilege client relationships and provide financial advisory services and investment solutions to affluent clients. You will deliver timely information and recommendations, building long-term relationships as a key success factor in this role.

The role requires a university degree, a minimum of 5 years’ experience, strong advisory skills, wealth management product knowledge, AML/KYC familiarity, and relevant accreditations.

Qualifications

• A recognized university degree.
• Minimum 5 years of relevant working experience; banking/financial services experience is advantageous.
• Strong advisory skills and good product knowledge of wealth management & investment products.
• Prior experience and knowledge in AML/KYC processes within retail banking are preferred.
• Self-motivated with strong sales drive and energy.
• Possess relevant accreditations (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI).

Responsibilities

• Lead manager in developing and growing Privilege client relationships.
• Provide financial advisory services and investment solutions to affluent and high net worth clients.
• Provide customers with timely information, advice and recommendations to fit their requirements.
• Build and maintain long-term relationships with clients.
• Ensure proper advisory procedures and documentation in line with internal policies and regulatory requirements (FAA and related statutes).

Skills

Interpersonal skills

Sales drive

Advisory skills

Wealth management knowledge

Regulatory awareness

Education

University degree

Job description

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.

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.
• Minimum 5 years of relevant working experience. While candidates with prior experience in banking/financial services are advantageous, we also welcome individuals from other industries who possess strong interpersonal skills to apply.
• 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)