Wealth Advisory Lead for Privilege Clients

uobgroup; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

United Overseas Bank Ltd. is seeking a Junior Client Advisor to grow Privilege client relationships in a challenging bank environment.

You will provide financial advisory services and wealth management solutions to affluent clients, tailoring recommendations to individual needs and risk profiles. You will build long-term client relationships, ensure compliant advisory procedures, and maintain accurate documentation in line with internal policies and regulatory requirements.

Qualifications

• University degree required.
• 3–8 years in banking/financial industry with wealth management and investment product sales.
• Strong advisory skills and knowledge of wealth management products.
• Experience with AML/KYC in retail banking preferred.

Responsibilities

• Lead as primary manager for developing and growing Privilege client relationships.
• Provide financial advisory services and appropriate investment solutions to affluent clients.
• Provide timely information, advice and recommendations to fit client requirements.
• Build and maintain long-term relationships with clients as a key success factor.
• Ensure advisory procedures and documentation comply with internal policies and regulatory requirements.

Skills

Financial advisory

Wealth management

Client relationship

KYC/AML familiarity

Sales skills

Regulatory compliance

Education

Bachelor's degree

Job description

United Overseas Bank Ltd. is seeking a Junior Client Advisor to grow Privilege client relationships in a challenging bank environment.

You will provide financial advisory services and wealth management solutions to affluent clients, tailoring recommendations to individual needs and risk profiles. You will build long-term client relationships, ensure compliant advisory procedures, and maintain accurate documentation in line with internal policies and regulatory requirements.