Wealth Advisory Lead for Privilege Clients

uobgroup; Singapore; On-site; SGD 90,000 - 180,000; Full time

Job summary

1011 United Overseas Bank Ltd in Singapore seeks a seasoned Senior Privilege Client Advisor to build and maintain long-term relationships with affluent clients. You will provide financial advisory services and wealth solutions, ensuring timely advice and regulatory-compliant documentation for diverse market segments.

The role requires 3–8 years in banking/financial services, strong advisory skills, and CMFAS certifications.

Qualifications

• A recognized university degree.
• 3–8 years of banking/financial industry experience with wealth/investment product sales.
• Strong advisory skills and wealth management product knowledge.
• Experience with AML/KYC processes in retail banking preferred.
• Relevant CMFAS certifications as listed in requirements.

Responsibilities

• Lead manager in developing and growing Privilege client relationships.
• Provide financial advisory services and investment solutions to affluent clients.
• Offer timely information, advice and recommendations to fit client needs.
• Ensure proper advisory procedures and documentation compliant with internal policies and regulations.

Skills

Strong advisory skills

Sales drive

Self-motivated

Education

University degree

CMFAS CM-EIP

CMFAS CM-SIP

CMFAS HI

CMFAS M5

Job description

1011 United Overseas Bank Ltd in Singapore seeks a seasoned Senior Privilege Client Advisor to build and maintain long-term relationships with affluent clients. You will provide financial advisory services and wealth solutions, ensuring timely advice and regulatory-compliant documentation for diverse market segments.

The role requires 3–8 years in banking/financial services, strong advisory skills, and CMFAS certifications.