VP/SVP, Snr Client Advisor, Private Bank

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading financial institution in Singapore is seeking a Private Banker to manage the wealth of high-net-worth individuals. The role involves sourcing new clients, providing tailored investment solutions, and ensuring compliance with regulations. Candidates should have at least 6 years of relevant experience and a proven track record in private banking. Strong interpersonal and communication skills are essential.

Qualifications

• Bachelor's degree with at least 6 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.

Responsibilities

• Source for and acquire new clients within market.
• Provide appropriate insurance & investment solutions to clients.
• Responsible for striving towards the Asset Under Management (AUM) growth.
• Ensure all transactions are compliant with audit and statutory guidelines.

Job description

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.

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

Qualifications

• Bachelor\'s degree with at least 6 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