Lead Privilege Wealth Advisor

United Overseas Bank; Singapore; On-site; SGD 80,000 - 140,000; Full time

Job summary

United Overseas Bank invites a proactive adviser to join its Privilege Client Engagement team in Singapore. The role focuses on delivering financial advisory and investment solutions to affluent clients and growing long-term relationships.

You will provide timely information and recommendations that fit client needs while adhering to FAA and regulatory requirements, building trust, and upholding the bank's standards.

Qualifications

• A recognized university degree.
• At least 3 - 8 years of relevant experience in the banking/financial industry, experienced in financial & investment product sales for Junior Client Advisor role.
• Strong advisory skill and possess with good product knowledge of wealth management & investment products.
• Candidates with prior experience and knowledge in AML/KYC processes within the retail banking sector are preferred.
• Self-motivated, with strong sales drive & energy.
• Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI)

Responsibilities

• Provide financial advisory services and investment solutions to affluent clients.
• Develop and grow Privilege client relationships as the lead manager.
• Provide timely information, advice and recommendations to fit client requirements.
• Build and maintain long-term client relationships as a key success factor.
• Ensure proper advisory procedures and documentation compliant with internal policies and regulations.

Skills

Financial advisory

Relationship management

Sales drive

AML/KYC knowledge

Wealth management knowledge

Education

University degree

Job description

United Overseas Bank invites a proactive adviser to join its Privilege Client Engagement team in Singapore. The role focuses on delivering financial advisory and investment solutions to affluent clients and growing long-term relationships.

You will provide timely information and recommendations that fit client needs while adhering to FAA and regulatory requirements, building trust, and upholding the bank's standards.