Senior Client Advisor, Private Bank

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading bank in Singapore is seeking an experienced professional to acquire new clients and provide tailored insurance and investment solutions. The ideal candidate should have a Bachelor's degree and at least 8 years of experience in private banking, with a strong track record in client acquisition and a thorough understanding of compliance regulations. Excellent communication and interpersonal skills are essential for collaboration across various teams.

Qualifications

• Minimum 8 years of relevant experience in private banking.
• Proven track record in client acquisition.
• Ability to comply with audit and statutory guidelines.

Responsibilities

• Source and acquire new clients within the market.
• Provide insurance and investment solutions based on client needs.
• Ensure compliance with audit and statutory guidelines.

Skills

Interpersonal skills

Communication skills

Collaboration

Product knowledge

Understanding of compliance

Education

Bachelor's degree

Job description

Job Responsibilities:

· Source for and acquire new clients within market and refer potential clients to other marketing teams or other segments within the bank

· Provide appropriate insurance & investment solutions to clients based on their needs and risk profiles

· Responsible for striving towards the Asset Under Management (AUM) growth and revenue generation

· Ensuring all transactions are strictly compliant with audit and statutory guidelines

Job Requirements:

· Bachelor's degree with at least 8 years of relevant experience

· Proven track record in the private banking business

· Sound product knowledge

· Good understanding of compliance and regulatory requirements

· Excellent interpersonal and communication skills

· Team player and able to collaborate with the product team, support team, and other banking divisions to acquire clients