Lead Privilege Wealth Advisor for HNW Clients

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

UNITED OVERSEAS BANK LIMITED in Singapore seeks a lead Junior Client Advisor to develop and grow Privilege client relationships, delivering tailored financial advisory and investment solutions to affluent clients. You will provide timely information, advice, and recommendations to meet requirements.

You're expected to build long-term relationships and ensure compliant advisory procedures and documentation per internal policies and regulatory requirements.

Qualifications

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

Responsibilities

• Train in UOB Privilege Client Engagement Process and lead in growing Privilege client relationships.
• Provide financial advisory and investment solutions to affluent clients.
• Deliver 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 per internal policies and regulatory requirements.

Education

Bachelor's degree

Job description

UNITED OVERSEAS BANK LIMITED in Singapore seeks a lead Junior Client Advisor to develop and grow Privilege client relationships, delivering tailored financial advisory and investment solutions to affluent clients. You will provide timely information, advice, and recommendations to meet requirements.

You're expected to build long-term relationships and ensure compliant advisory procedures and documentation per internal policies and regulatory requirements.