Client Advisors

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

United Overseas Bank Limited (UOB) in Singapore seeks a senior private banker to source and acquire high-net-worth clients, offering tailored insurance and investment solutions, and aligning with clients' financial objectives.

You will collaborate with product, support, and other banking divisions to achieve AUM growth and revenue targets while ensuring all transactions comply with audit and regulatory guidelines. A Bachelor's degree and 8+ years in private banking are required.

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 theAsset Under Management (AUM) growth and revenue generation
• Ensuring all transactions are strictlycompliant with audit and statutory guidelines

Skills

Client acquisition

AUM growth

Compliance

Interpersonal communication

Team collaboration

Private banking

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 and regulatory requirements
• Excellent interpersonal and communication skills
• Team player and able to collaboratewith the product team, support team, and other banking divisions to acquireclients