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 services institution in Singapore is seeking a Private Banker responsible for managing high-net-worth clients. The role includes acquiring clients, providing tailored financial solutions, and ensuring compliance with guidelines. Candidates must have at least 6 years of experience in private banking and a Bachelor's degree. Strong interpersonal and communication skills are essential for success.

Qualifications

• At least 6 years of relevant experience in private banking.
• Proven track record in client acquisition and management.
• Sound knowledge of compliance and regulatory requirements.

Responsibilities

• Acquire new clients and refer to other segments.
• Provide tailored insurance and investment solutions.
• Drive Asset Under Management (AUM) growth.
• Ensure compliance with audit and statutory guidelines.

Skills

Interpersonal skills

Communication skills

Team collaboration

Product knowledge

Education

Bachelor's degree

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