Senior Team Head

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 60,000 - 98,000; Full time

Job summary

UNITED OVERSEAS BANK LIMITED is seeking a Junior Client Advisor for Privilege Banking in Singapore. You will lead client relationships, provide tailored financial advisory and investment solutions, and work with affluent clients across Asia markets.

The role emphasizes relationship-building, regulatory-compliant advisory processes, and proactive client engagement. You will be trained in the Privilege Client Engagement Process and collaborate with a high-caliber team to drive portfolio growth and

Qualifications

• A recognized university degree.
• 3–8 years of banking/financial industry experience with sales in financial & investment products forJunior Client Advisor role.
• Strong advisory skills and wealth management product knowledge.
• Candidates with AML/KYC experience in retail banking preferred.
• Self-motivated with strong sales drive and energy.
• Accreditation: M1B, M2B, M5, M6, M6A, M8, M8A, M9, M9A, HI.

Responsibilities

• Trained in UOB Privilege Client Engagement Process and lead in developing and growing Privilege client relationships.
• Provide financial advisory services and investment solutions to affluent clients across Asia markets.
• Offer timely information, advice and recommendations aligned with client needs.
• Build and maintain long-term relationships to minimize attrition.
• Ensure proper advisory procedures and documentation per internal policies and regulatory requirements.

Skills

Advisory skills

Wealth management knowledge

Sales drive

AML/KYC knowledge

Education

Bachelor degree or higher

Job description

Job Description Summary:

Sales - Privilege Banking is responsible for branch sales and portfolio growth efforts related to various bank products. Requires a license to sell securities and related investment products. Activities include support of promotional activities, enhancing customer relationships, and referring customers to other areas, as appropriate. The Privilege Banking focus specializes in clients with investible assets below a given value that are serviced by the consumer or private bank. Responsible for maximizing revenues, product initiatives, sales, customer satisfaction, and minimizing operational losses, in addition to deepening existing relationships and minimizing customer attrition.

Consumer Banking covers activities related to providing services and products directly to consumers through various business channels. This group includes retail banking, consumer lending, auto finance, small business banking, and related business areas.

You will be part of a group of highly trained financial professionals. You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. You will be required to provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients in various market segments. You will provide customers with timely information, advice and recommendations to fit their requirements. Building and maintaining long-term relationships with your clients is a key factor for success in this role.

• You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.

• To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients for various market segments such as Malaysia, North Asia, Thailand or Indonesia market

• To provide customers with timely information, advice and recommendations to fit their requirements.

• Building and maintaining long-term relationships with your clients is a key factor for success in this role.

• Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)

Job Requirements

• 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.

• Possess relevant accreditation (M1B, M2B, M5, M6, M6A, M8, M8A, M9, M9A, HI)