VP/SVP, Snr Client Advisor, Private Bank

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 100,000 - 150,000; Full time

Job summary

A financial institution in Singapore seeks an experienced private banker to manage the wealth of high-net-worth individuals. Responsibilities include acquiring new clients, providing tailored insurance and investment solutions, and ensuring compliance with regulatory guidelines. The ideal candidate holds a Bachelor's degree and has at least 8 years of relevant experience in private banking. Excellent interpersonal and communication skills are essential for success in this role.

Qualifications

• Minimum of 8 years of relevant experience in private banking.
• Strong understanding of compliance and regulatory requirements.
• Ability to provide tailored investment solutions.

Responsibilities

• Source and acquire new clients within the market.
• Provide appropriate insurance and investment solutions to clients.
• Strive towards asset under management growth and revenue generation.
• Ensure compliance with audit and statutory guidelines.

Skills

Interpersonal skills

Communication skills

Team collaboration

Education

Bachelor's degree

Job description

Roles & Responsibilities

UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients’ financial objectives, we provide tailored products and solutions that draw on the Group’s comprehensive suite of personal, business and investment services.

Job Responsibilities

• Source for and acquire new clients within market and refer potential clients to other marketing teams or other segments within the bank
• Provide appropriate insurance & investment solutions to clients based on their needs and risk profiles
• Responsible for striving towards the Asset Under Management (AUM) growth and revenue generation
• Ensuring all transactions are strictly compliant with audit and statutory guidelines

Job Requirements

• Bachelor's degree with at least 8 years of relevant experience
• Proven track record in the private banking business
• Sound product knowledge
• Good understanding of compliance and regulatory requirements
• Excellent interpersonal and communication skills
• Team player and able to collaborate with the product team, support team, and other banking divisions to acquire clients