Client Advisors

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

UNITED OVERSEAS BANK LIMITED is seeking a Senior Private Banking professional to manage relationships with high-net-worth clients, sourcing new clients and delivering tailored investment and insurance solutions.

The role emphasizes achieving AUM growth, providing compliant advisory services, and collaborating across banking segments to acquire clients.

Qualifications

• Bachelor’s degree with at least 8 years of relevant experience.
• Proven track record in the private banking business.
• Sound product knowledge.
• Good understanding of compliance and regulatory requirements.
• Excellent interpersonal and communication skills.
• Team player and able to collaborate with the product team, support team, and other banking divisions to acquire clients.

Responsibilities

• Source for and acquire new clients within market and refer potential clients to other marketing teams or other segments within the bank.
• Provide appropriate insurance & investment solutions to clients based on their needs and risk profiles.
• Responsible for striving towards the Asset Under Management (AUM) growth and revenue generation.
• Ensuring all transactions are strictly compliant with audit and statutory guidelines.

Skills

Interpersonal skills

Communication skills

Product knowledge

Regulatory compliance knowledge

Private banking experience

Team collaboration

Education

Bachelor’s degree

Job description

Roles &Responsibilities

UOB PrivateBank is dedicated to managing the wealth of high-net-worth individuals withinvestment assets of $5 million and above. Keeping in mind our clients’financial objectives, we provide tailored products and solutions that draw onthe Group’s comprehensive suite of personal, business and investment services.

Job Responsibilities

• Source for and acquire new clientswithin market and refer potential clients to other marketing teams or othersegments within the bank
• Provide appropriate insurance & investment solutions to clients based on their needs and risk profiles
• Responsible for striving towards theAsset Under Management (AUM) growth and revenue generation
• Ensuring all transactions are strictlycompliant with audit and statutory guidelines

Job Requirements

• Bachelor’s degree with at least 8years of relevant experience
• Proven track record in the privatebanking business
• Sound product knowledge
• Good understanding of compliance andregulatory requirements
• Excellent interpersonal andcommunication skills
• Team player and able to collaboratewith the product team, support team, and other banking divisions to acquireclients