Elite Privilege Banking Advisor

UOB; Singapore; On-site; SGD 55,000 - 90,000; Full time

Job summary

UOB invites experienced financial professionals to join as Privilege Client Engagement leads. You will develop and grow privileged client relationships, providing tailored financial advisory and investment solutions to affluent clients across market segments.

You will deliver timely information and recommendations, adhering to regulatory requirements while building enduring client partnerships. There is a strong emphasis on relationship-building, compliance, and professional accreditation within

Qualifications

• Experience with wealth management and investment products.
• Strong advisory skills to guide affluent clients.
• Familiarity with AML/KYC processes in retail banking.

Responsibilities

• Train in the UOB Privilege Client Engagement Process and lead client relationships.
• Provide financial advisory services and investment solutions to affluent clients.
• Provide timely information, advice and recommendations to fit client requirements.
• Build and maintain long-term relationships with clients.
• Ensure advisory procedures and documentation comply with internal policies and regulatory requirements.

Skills

Wealth management

Investment products

Financial advisory

AML/KYC knowledge

Education

Bachelor's degree

Job description

UOB invites experienced financial professionals to join as Privilege Client Engagement leads. You will develop and grow privileged client relationships, providing tailored financial advisory and investment solutions to affluent clients across market segments.

You will deliver timely information and recommendations, adhering to regulatory requirements while building enduring client partnerships. There is a strong emphasis on relationship-building, compliance, and professional accreditation within