Senior Client Advisor

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A leading bank in Singapore is seeking a professional to source and onboard high-net-worth clients, managing relationships to ensure positive revenue contributions. The ideal candidate will have a Bachelor's degree and certifications in CACS 1 and CACS 2, providing wealth management advice and delivering comprehensive banking products to clients. This role offers the chance to be part of a dynamic banking team committed to integrity and success.

Qualifications

• Must be certified with CACS 1 and CACS 2.
• Bachelor's degree required.

Responsibilities

• Source and onboard a portfolio of high-net-worth clients.
• Manage client relationships for long-term revenue growth.
• Advise on wealth management needs and offer full product suite.

Skills

Relationship management

Wealth management advisory

Education

University Bachelor's degree

Tools

CACS 1 and CACS 2 certification

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 Description

To source and onboard a portfolio of HNW clients.

To grow and manage these relationships to ensure positive revenue contribution to the bank in the longer run.

To advise clients on wealth management needs and to deliver the banks value proposition and full product suite to clients.

Additional Requirements

CACS 1 - Client Advisor Competency Standards Paper 1 - Singapore, CACS 2 - Client Advisor Competency Standards Paper 2 - Singapore, University-Bachelor

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.

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