Senior Private Banking Relationship Advisor

1011 United Overseas Bank Ltd; Singapore; On-site; SGD 120,000 - 170,000; Full time

Job summary

United Overseas Bank Limited in Singapore seeks a Senior Client Advisor to build and maintain relationships with high-net-worth clients in private banking. You will tailor financial solutions, conduct portfolio reviews, and identify opportunities to grow business.

The role requires strong Mandarin and English communication, leadership, and a client-centric mindset. You will collaborate with colleagues across teams and ensure compliance while delivering exceptional service.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics or equivalent.
• 7+ years in wealth management, investment banking, asset management or private banking.
• Experience with ultra-high net worth clients preferred.
• Strong interpersonal skills to build long-lasting relationships.
• Excellent communication in English and Mandarin.
• Proactive, self-motivated with initiative.

Responsibilities

• Provide end-to-end client relationship management for high-net-worth individuals.
• Upsell or cross-sell appropriate financial solutions to meet client goals.
• Deliver exceptional client experience by understanding needs and preferences.
• Ensure compliance with policies and procedures.
• Keep abreast of market trends to enhance product knowledge.
• Participate in ad hoc projects as assigned by Head of PB Clients & Markets.

Skills

Client relationship mgmt

Upselling / cross-selling

Investment advisory

Mandarin & English

Communication

Leadership

Education

Bachelor’s degree in Business Administration / Finance / Economics or equivalent

Tools

MS Office

Job description

United Overseas Bank Limited in Singapore seeks a Senior Client Advisor to build and maintain relationships with high-net-worth clients in private banking. You will tailor financial solutions, conduct portfolio reviews, and identify opportunities to grow business.

The role requires strong Mandarin and English communication, leadership, and a client-centric mindset. You will collaborate with colleagues across teams and ensure compliance while delivering exceptional service.