Lead Privilege Wealth Advisor – HNWI Client Growth

UNITED OVERSEAS BANK LIMITED

Singapore

On-site

SGD 60,000 - 100,000

Full time

4 days ago

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Job summary

UNITED OVERSEAS BANK LIMITED in Singapore seeks a seasoned Client Advisor to lead Privilege client relationships, delivering tailored financial and investment solutions to affluent clients. You will advise, inform, and recommend strategies that fit client needs, while building long-term partnerships across markets.

The role requires a university degree, 5+ years in banking/finance, wealth management knowledge, and willingness to travel regionally.

Qualifications

A recognized university degree.
At least 5 years of relevant experience in banking/financial industry, experience in financial & investment product sales.
Candidates with at least 5 years of relevant experience will be considered for Senior Client Advisor role.
Good knowledge of wealth management & investment products.
Self-motivated with strong sales drive & energy.
Experience liaising with clientele from Greater China / Indonesia / Thailand.
Ability to travel regionally if required.
Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI).

Responsibilities

Lead and grow Privilege client relationships.
Provide financial advisory services and investment solutions to affluent clients in Singapore.
Provide timely information, advice, and recommendations to fit client requirements.
Build and maintain long-term client relationships for success in the role.