Senior Privilege Client Advisor

UOB; Singapore; Presencial; SGD 70.000 - 120.000; Jornada completa

Descripción de la vacante

United Overseas Bank Ltd in Singapore seeks a Junior Client Advisor to lead financial advisory services for affluent and high-net-worth clients. You will develop and grow Privilege client relationships, delivering tailored investment solutions and timely advice to fit client needs.

The role emphasizes building long-term relationships, strict adherence to regulatory requirements, and thorough documentation of advisory procedures. Prior AML/KYC experience is preferred.

Formación

• University degree required.
• 3–8 years of relevant banking/financial experience.
• Strong advisory skills with knowledge of wealth management products.
• AML/KYC knowledge is preferred in retail banking.

Responsabilidades

• Provide financial advisory services and appropriate investment solutions to affluent and high-net-worth clients.
• Lead and grow Privilege client relationships.
• Provide timely information, advice and recommendations to fit client requirements.
• Build and maintain long-term client relationships; ensure proper advisory procedures and documentation.
• Adhere to internal policies, business processes and regulatory requirements.

Conocimientos

Advisory skills

Wealth management knowledge

KYC/AML awareness

Sales drive

Educación

University degree

CMFAS certifications (finance)

Herramientas

CRM software

Descripción del empleo

United Overseas Bank Ltd in Singapore seeks a Junior Client Advisor to lead financial advisory services for affluent and high-net-worth clients. You will develop and grow Privilege client relationships, delivering tailored investment solutions and timely advice to fit client needs.

The role emphasizes building long-term relationships, strict adherence to regulatory requirements, and thorough documentation of advisory procedures. Prior AML/KYC experience is preferred.