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UNITED OVERSEAS BANK LIMITED

Assistant VP, Client Advisor – Privilege Banking

Professional Permanent 3년 이상 경력

월급

$5,000 – $7,600

게재일

2026년 3월 23일

2026년 4월 6일 만료

기술

Wealth ManagementSalesBank Secrecy ActBank policyFinancial PlanningInterpersonal SkillsWealthComplianceEstate PlanningBankingFinancial AdvisoryBusiness DevelopmentFinancial Services

직무 설명

You will be part of a group of highly trained financial professionals. You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. You will be required 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. You will 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.

  • 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.

Job Requirements:

  • 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.
  • Experience / Ability to liaise with clientele from respective markets Greater China / Indonesia/ Thailand etc
  • Ability to travel regionally if required

Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI)