Senior Privilege Banking Advisor — Wealth Solutions

1011 United Overseas Bank Ltd; Singapore; On-site; SGD 60,000 - 105,000; Full time

Job summary

1011 United Overseas Bank Ltd in Singapore seeks a Junior Client Advisor to drive Privilege client engagement, providing financial advisory services and investment solutions to affluent clients. You will build long-term relationships and deliver timely advice to fit client requirements.

The role requires a university degree and 3–8 years in banking, with strong advisory skills and wealth management knowledge. AML/KYC experience is preferred, and accreditations are a plus.

Qualifications

• A recognized university degree is required.
• 3–8 years of relevant experience in banking/financial services for junior client advisor roles.
• Strong advisory skills with good knowledge of wealth management and investment products.
• Candidates with AML/KYC experience in retail banking are preferred.
• Self-motivated with high energy and drive.
• Relevant accreditations (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI) are advantageous.

Responsibilities

• Lead the engagement with Privilege clients and provide financial advisory services.
• Develop and grow affluent client relationships with timely information, advice and recommendations.
• Ensure proper advisory procedures and documentation in line with internal policies and regulatory requirements.

Skills

Advisory skills

Sales drive

Education

Recognized university degree

Job description

1011 United Overseas Bank Ltd in Singapore seeks a Junior Client Advisor to drive Privilege client engagement, providing financial advisory services and investment solutions to affluent clients. You will build long-term relationships and deliver timely advice to fit client requirements.

The role requires a university degree and 3–8 years in banking, with strong advisory skills and wealth management knowledge. AML/KYC experience is preferred, and accreditations are a plus.