Wealth Advisor, Privilege Banking

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 60,000 - 110,000; Full time

Job summary

United Overseas Bank Limited in Singapore is seeking a Client Advisor – Privilege Banking to lead and grow our Privilege client relationships, delivering financial advisory and investment solutions to affluent clients.

You will build long-term relationships, provide timely information and recommendations, and work with a team of professionals in wealth management to meet client requirements.

Qualifications

• A recognized university degree.
• At least 3 years of relevant experience in the banking / financial industry, and 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.

Responsibilities

• 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.

Skills

Wealth management

Investment products

Sales drive

Education

Recognized university degree

Job description

United Overseas Bank Limited in Singapore is seeking a Client Advisor – Privilege Banking to lead and grow our Privilege client relationships, delivering financial advisory and investment solutions to affluent clients.

You will build long-term relationships, provide timely information and recommendations, and work with a team of professionals in wealth management to meet client requirements.