Global Privilege Banking Senior Client Advisor

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

Job summary

United Overseas Bank Limited is seeking a Junior Client Advisor to lead the development of Privilege client relationships and provide tailored financial advisory and investment solutions to affluent clients. You will work across markets including Malaysia, North Asia, Thailand, and Indonesia, ensuring compliant advisory processes and timely recommendations.

The role requires a university degree and 3–8 years in banking/finance, with strong sales drive and wealth management knowledge.

Qualifications

• Strong advisory skills and good product knowledge of wealth management & investment products.
• Experience in banking/financial industry (3–8 years).
• Familiarity with AML/KYC processes within retail banking is preferred.
• Self-motivated with a strong sales drive and energy.
• Relevant accreditation (M1B, M2B, M5, M6, M6A, M8, M8A, M9, M9A, HI).

Responsibilities

• Develop and grow Privilege client relationships as the lead manager.
• Provide financial advisory services and investment solutions to affluent clients across multiple markets (Malaysia, North Asia, Thailand, Indonesia).
• Provide customers with timely information, advice and recommendations to fit their requirements.
• Build and maintain long-term client relationships as a key success factor.
• Ensure advisory procedures and documentation comply with internal policies and regulatory requirements (FAA and related Acts).

Skills

Financial advisory

Wealth management knowledge

Sales drive

AML/KYC familiarity

Education

University degree

Job description

United Overseas Bank Limited is seeking a Junior Client Advisor to lead the development of Privilege client relationships and provide tailored financial advisory and investment solutions to affluent clients. You will work across markets including Malaysia, North Asia, Thailand, and Indonesia, ensuring compliant advisory processes and timely recommendations.

The role requires a university degree and 3–8 years in banking/finance, with strong sales drive and wealth management knowledge.