Senior Private Wealth Advisor for HNW Clients

1011 United Overseas Bank Ltd; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

1011 United Overseas Bank Ltd seeks a capable Client Advisor to cultivate Privilege client relationships and deliver tailored financial advisory and investment solutions. You will be trained to enhance client engagement, provide timely guidance, and ensure compliant advisory practices across wealth management segments.

Ideal candidates hold a university degree with 3–8 years in banking, strong advisory skills, and AML/KYC knowledge.

Qualifications

• A recognized university degree.
• At least 3–8 years of relevant experience in the banking/financial industry, experienced in financial & investment product sales for Junior Client Advisor role.
• Strong advisory skill and possess with good product knowledge of wealth management & investment products.
• Candidates with prior experience and knowledge in AML/KYC processes within the retail banking sector are preferred.
• Self-motivated, with strong sales drive & energy.

Responsibilities

• Develop and grow Privilege client relationships.
• Provide financial advisory services and investment solutions to affluent clients.
• Maintain timely information, advice and recommendations to fit client requirements.
• Ensure proper advisory procedures and documentation adhering to internal policies and regulatory requirements.

Skills

Financial advisory

Wealth management knowledge

AML/KYC familiarity

Sales drive

Education

Bachelor’s degree

Tools

CRM systems

Job description

1011 United Overseas Bank Ltd seeks a capable Client Advisor to cultivate Privilege client relationships and deliver tailored financial advisory and investment solutions. You will be trained to enhance client engagement, provide timely guidance, and ensure compliant advisory practices across wealth management segments.

Ideal candidates hold a university degree with 3–8 years in banking, strong advisory skills, and AML/KYC knowledge.