Senior Private Banking Client Advisor - AUM Growth

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 100,000 - 150,000; Full time

Job summary

A financial institution in Singapore seeks an experienced private banker to manage the wealth of high-net-worth individuals. Responsibilities include acquiring new clients, providing tailored insurance and investment solutions, and ensuring compliance with regulatory guidelines. The ideal candidate holds a Bachelor's degree and has at least 8 years of relevant experience in private banking. Excellent interpersonal and communication skills are essential for success in this role.

Qualifications

• Minimum of 8 years of relevant experience in private banking.
• Strong understanding of compliance and regulatory requirements.
• Ability to provide tailored investment solutions.

Responsibilities

• Source and acquire new clients within the market.
• Provide appropriate insurance and investment solutions to clients.
• Strive towards asset under management growth and revenue generation.
• Ensure compliance with audit and statutory guidelines.

Skills

Interpersonal skills

Communication skills

Team collaboration

Education

Bachelor's degree

Job description

A financial institution in Singapore seeks an experienced private banker to manage the wealth of high-net-worth individuals. Responsibilities include acquiring new clients, providing tailored insurance and investment solutions, and ensuring compliance with regulatory guidelines. The ideal candidate holds a Bachelor's degree and has at least 8 years of relevant experience in private banking. Excellent interpersonal and communication skills are essential for success in this role.