Private Banking Client Advisor

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 80,000 - 140,000; Full time

Job summary

United Overseas Bank Limited (UOB) is seeking a Client Advisor for Privilege Banking in Singapore. You will be trained in the Privilege Client Engagement Process and lead the development of high-net-worth client relationships, delivering tailored advisory and investment solutions.

The role requires a degree and 3+ years in banking/finance, with senior candidates considered for higher responsibilities. Strong knowledge of wealth management and a proactive sales mindset are essential.

Qualifications

• A recognized university degree.
• At least 3 years of relevant experience in banking/financial industry for the Junior Client Advisor role.
• Candidates with at least 5 years of relevant experience will be considered for the Senior Client Advisor role.
• Good knowledge of wealth management & investment products.
• Self-motivated, with strong sales drive & energy.
• Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI)

Responsibilities

• Lead manager in developing and growing Privilege client relationships.
• Provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high-net-worth clients in Singapore.
• Provide customers with timely information, advice, and recommendations to fit their requirements.
• Building and maintaining long-term relationships with your clients is a key factor for success in this role.

Skills

Sales drive

Client relationship management

Wealth management knowledge

Financial advisory

Education

Bachelor's degree

Job description

United Overseas Bank Limited (UOB) is seeking a Client Advisor for Privilege Banking in Singapore. You will be trained in the Privilege Client Engagement Process and lead the development of high-net-worth client relationships, delivering tailored advisory and investment solutions.

The role requires a degree and 3+ years in banking/finance, with senior candidates considered for higher responsibilities. Strong knowledge of wealth management and a proactive sales mindset are essential.