Senior Client Advisor, Private Bank

uobgroup; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

United Overseas Bank Limited (UOB) in Singapore is seeking a Senior Client Advisor to develop and maintain relationships with clients in the private banking segment. You will deliver tailored investment solutions and identify business opportunities within your portfolio to meet clients' financial goals.

The role requires a Bachelor's degree in Business Administration, Finance, Economics or equivalent, and at least 7 years of wealth management experience, with fluency in English and Mandarin.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics or equivalent.
• At least 7 years of experience in wealth management, investment banking, asset management or private banking.
• Experience working with ultra-high net worth clients is preferred.
• Strong interpersonal skills with the ability to establish rapport quickly and build long-lasting relationships.
• Demonstrated leadership capability, sound judgement and strong organizational skills.
• Excellent communication skills (both written and verbal) in English and Mandarin.
• Proactive, self-motivated and able to take initiative.
• Confident and articulate when dealing with senior stakeholders both internally and externally.
• Ability to multi-task and manage competing priorities.
• Proficient in MS Office applications including Word, Excel and PowerPoint.

Responsibilities

• Provide end-to-end personalized client relationship management services which include onboarding new clients, providing regular portfolio reviews, managing client enquiries, offering investment advisory services as well as succession planning for high net worth individuals.
• Identify business opportunities within your portfolio by upselling or cross-selling appropriate financial solutions to meet clients' financial goals.
• Deliver exceptional customer experience by understanding clients' needs and preferences.
• Ensure compliance with all relevant policies and procedures.
• Keep abreast of market trends and developments to enhance product knowledge.
• Participate in ad hoc projects as assigned by Head of PB Clients & Markets

Skills

Interpersonal skills

Leadership

Communication English Mandarin

Relationship management

Education

Bachelor's degree in Business Administration, Finance, Economics or equivalent

Tools

MS Office

Job description

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Summary

Senior Client Advisors are responsible for developing and maintaining relationships with clients in the private banking segment of UOB's consumer banking franchise. The role holder will work closely with colleagues to understand clients' needs and deliver exceptional service experience through tailored solutions. He/She must also identify business opportunities within his/her portfolio by upselling or cross-selling appropriate financial solutions to meet clients' financial goals.

Key Responsibilities

• Provide end-to-end personalized client relationship management services which include onboarding new clients, providing regular portfolio reviews, managing client enquiries, offering investment advisory services as well as succession planning for high net worth individuals
• Identify business opportunities within your portfolio by upselling or cross-selling appropriate financial solutions to meet clients' financial goals
• Deliver exceptional customer experience by understanding clients' needs and preferences
• Ensure compliance with all relevant policies and procedures
• Keep abreast of market trends and developments to enhance product knowledge
• Participate in ad hoc projects as assigned by Head of PB Clients & Markets

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics or equivalent
• At least 7 years of experience in wealth management, investment banking, asset management or private banking
• Experience working with ultra-high net worth clients is preferred
• Strong interpersonal skills with the ability to establish rapport quickly and build long-lasting relationships
• Demonstrated leadership capability, sound judgement and strong organizational skills
• Excellent communication skills (both written and verbal) in English and Mandarin
• Proactive, self-motivated and able to take initiative
• Confident and articulate when dealing with senior stakeholders both internally and externally
• Ability to multi-task and manage competing priorities
• Proficient in MS Office applications including Word, Excel and PowerPoint

Additional Requirements

Develop, Engage, Execute, Strategise Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.