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Client Advisor (Offshore), Privilege Banking in Singapore at UOB Group

Date Posted: 11/27/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Singapore
  • Job Type:
  • Experience:
    At least 3 year(s)
  • Date Posted:
    11/27/2018

Job Description

Functional area: Group Retail Shared Services
Employment type: Full-time
Job Type: Permanent

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 networth 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.

Job Responsibilities:
  • You will be part of a select 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.
  • To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth 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, experienced in financial & investment product sales for Junior Client Advisor role.
  • Candidates with at least 5 years of relevant experience will be considered for 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)