Senior Privilege Wealth Advisor

UOB; Singapore; On-site; SGD 120,000 - 240,000; Full time

Job summary

United Overseas Bank Limited (UOB) seeks a lead manager to grow Privilege client relationships and provide financial advisory services and investment solutions to affluent clients. You will deliver timely information and recommendations, building long-term relationships as a key success factor in this role.

The role requires a university degree, a minimum of 5 years’ experience, strong advisory skills, wealth management product knowledge, AML/KYC familiarity, and relevant accreditations.

Qualifications

• A recognized university degree.
• Minimum 5 years of relevant working experience; banking/financial services experience is advantageous.
• Strong advisory skills and good product knowledge of wealth management & investment products.
• Prior experience and knowledge in AML/KYC processes within retail banking are preferred.
• Self-motivated with strong sales drive and energy.
• Possess relevant accreditations (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI).

Responsibilities

• Lead manager in developing and growing Privilege client relationships.
• Provide financial advisory services and investment solutions to affluent and high net worth clients.
• Provide customers with timely information, advice and recommendations to fit their requirements.
• Build and maintain long-term relationships with clients.
• Ensure proper advisory procedures and documentation in line with internal policies and regulatory requirements (FAA and related statutes).

Skills

Interpersonal skills

Sales drive

Advisory skills

Wealth management knowledge

Regulatory awareness

Education

University degree

Job description

United Overseas Bank Limited (UOB) seeks a lead manager to grow Privilege client relationships and provide financial advisory services and investment solutions to affluent clients. You will deliver timely information and recommendations, building long-term relationships as a key success factor in this role.

The role requires a university degree, a minimum of 5 years’ experience, strong advisory skills, wealth management product knowledge, AML/KYC familiarity, and relevant accreditations.