Privilege Banking Lead Advisor – Wealth Growth

UNITED OVERSEAS BANK LIMITED

Singapore

On-site

SGD 60,000 - 98,000

Full time

5 days ago

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Job summary

UNITED OVERSEAS BANK LIMITED is seeking a Junior Client Advisor for Privilege Banking in Singapore. You will lead client relationships, provide tailored financial advisory and investment solutions, and work with affluent clients across Asia markets.

The role emphasizes relationship-building, regulatory-compliant advisory processes, and proactive client engagement. You will be trained in the Privilege Client Engagement Process and collaborate with a high-caliber team to drive portfolio growth and

Qualifications

A recognized university degree.
3–8 years of banking/financial industry experience with sales in financial & investment products forJunior Client Advisor role.
Strong advisory skills and wealth management product knowledge.
Candidates with AML/KYC experience in retail banking preferred.
Self-motivated with strong sales drive and energy.
Accreditation: M1B, M2B, M5, M6, M6A, M8, M8A, M9, M9A, HI.

Responsibilities

Trained in UOB Privilege Client Engagement Process and lead in developing and growing Privilege client relationships.
Provide financial advisory services and investment solutions to affluent clients across Asia markets.
Offer timely information, advice and recommendations aligned with client needs.
Build and maintain long-term relationships to minimize attrition.
Ensure proper advisory procedures and documentation per internal policies and regulatory requirements.