Senior Private Banking Advisor for UHNW Clients

UOB; Central (LA); On-site; USD 90,000 - 120,000; Full time

Job summary

UOB is seeking a Senior Client Advisor for its Private Bank division in Central Region. The role involves developing and maintaining relationships with high net worth clients, providing personalized services, and identifying business opportunities through financial solutions.

The ideal candidate will have at least 7 years of experience in wealth management or private banking and will possess strong interpersonal and communication skills in English and Mandarin. Join UOB to make a difference in people's financial lives.

Qualifications

• Minimum of 7 years of experience in wealth management, investment banking, asset management or private banking.
• Experience working with ultra-high net worth clients is preferred.
• Ability to multi-task and manage competing priorities.

Responsibilities

• Provide end-to-end personalized client relationship management services.
• Identify business opportunities by upselling or cross-selling financial solutions.
• Deliver exceptional customer experience by understanding clients' needs.

Skills

Wealth management

Investment banking

Strong interpersonal skills

Excellent communication in English and Mandarin

Leadership capability

Education

Bachelor's degree in Business Administration, Finance, Economics or equivalent

Tools

MS Office applications

Job description

UOB is seeking a Senior Client Advisor for its Private Bank division in Central Region. The role involves developing and maintaining relationships with high net worth clients, providing personalized services, and identifying business opportunities through financial solutions.

The ideal candidate will have at least 7 years of experience in wealth management or private banking and will possess strong interpersonal and communication skills in English and Mandarin. Join UOB to make a difference in people's financial lives.