VP, Client Advisor – Privilege Banking

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

UNITED OVERSEAS BANK LIMITED in Singapore seeks a seasoned Client Advisor to lead Privilege client relationships, delivering tailored financial and investment solutions to affluent clients. You will advise, inform, and recommend strategies that fit client needs, while building long-term partnerships across markets.

The role requires a university degree, 5+ years in banking/finance, wealth management knowledge, and willingness to travel regionally.

Qualifications

• A recognized university degree.
• At least 5 years of relevant experience in banking/financial industry, experience in financial & investment product sales.
• Candidates with at least 5 years of relevant experience will be considered for Senior Client Advisor role.
• Good knowledge of wealth management & investment products.
• Self-motivated with strong sales drive & energy.
• Experience liaising with clientele from Greater China / Indonesia / Thailand.
• Ability to travel regionally if required.
• Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI).

Responsibilities

• Lead and grow Privilege client relationships.
• Provide financial advisory services and investment solutions to affluent clients in Singapore.
• Provide timely information, advice, and recommendations to fit client requirements.
• Build and maintain long-term client relationships for success in the role.

Skills

Sales drive

Wealth management knowledge

Client relationship building

Self-motivated

Strong communication

Education

University degree or equivalent

Accreditations (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI)

Job description

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-net-worth clients in Singapore. 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-net-worth clients in Singapore.
• 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.

Job Requirements:

• A recognized university degree.
• At least 5 years of relevant experience in the banking / financial industry, experience in financial & investment product sales for the Junior Client Advisor role.
• Candidates with at least 5 years of relevant experience will be considered for the Senior Client Advisor role
• Good knowledge of wealth management & investment products.
• Self-motivated, with strong sales drive & energy.
• Experience / Ability to liaise with clientele from respective markets Greater China / Indonesia/ Thailand etc
• Ability to travel regionally if required
• Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI)