Elite Private Banking & Wealth Advisor

UOB; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

1011 United Overseas Bank Ltd is seeking a capable Junior Client Advisor to support privileged client engagements and grow relationships with affluent clients. You will be trained in the UOB Privilege Client Engagement Process and serve as a lead manager developing client relationships.

You will provide financial advisory services and investment solutions, deliver timely information and recommendations, and maintain long-term client relationships while adhering to internal policies and

Qualifications

• A recognized university degree.
• 3–8 years of relevant experience in banking/financial industry.
• Strong advisory skills and knowledge of wealth management & investment products.
• Prior AML/KYC experience in retail banking preferred.
• Self-motivated with sales energy.
• Accreditations (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI).

Responsibilities

• Trained in the UOB Privilege Client Engagement Process; lead manager in developing and growing Privilege client relationships.
• Provide financial advisory services and investment solutions to affluent/high net worth clients.
• Provide timely information, advice and recommendations to fit client requirements.
• Build and maintain long-term relationships with clients.
• Ensure proper advisory procedures and documentation, adhering to internal policies and regulatory requirements (FAA and related Acts).

Skills

Advisory skills

Sales drive

Client relationship management

Communication skills

Education

University degree

Job description

1011 United Overseas Bank Ltd is seeking a capable Junior Client Advisor to support privileged client engagements and grow relationships with affluent clients. You will be trained in the UOB Privilege Client Engagement Process and serve as a lead manager developing client relationships.

You will provide financial advisory services and investment solutions, deliver timely information and recommendations, and maintain long-term client relationships while adhering to internal policies and