Senior Client Advisor

Roles &Responsibilities

UOB PrivateBank is dedicated to managing the wealth of high-net-worth individuals withinvestment assets of $5 million and above. Keeping in mind our clients’financial objectives, we provide tailored products and solutions that draw onthe Group’s comprehensive suite of personal, business and investment services.

Job Responsibilities

·               Source for and acquire new clientswithin market and refer potential clients to other marketing teams or othersegments within the bank

·               Provide appropriate insurance &investment solutions to clients based on their needs and risk profiles

·               Responsible for striving towards theAsset Under Management (AUM) growth and revenue generation

·               Ensuring all transactions are strictlycompliant with audit and statutory guidelines

·               Japan-market focused role

Job Requirements

·               Bachelor's degree with at least 10years of relevant experience

·               Proven track record in the privatebanking business

·               Sound product knowledge

·               Good understanding of compliance andregulatory requirements

·               Excellent interpersonal andcommunication skills

·               Proficiency in Japanese is mandatory.

·               Team player and able to collaboratewith the product team, support team, and other banking divisions to acquireclients