Senior Client Advisors are responsible for developing and maintaining relationships with clients in the private banking segment
Job Summary
Senior Client Advisors are responsible for developing and maintaining relationships with clients in the private banking segment.
The role involves providing end-to-end personalized services including onboarding, portfolio reviews, and succession planning for high net worth individuals.
UOB is a leading bank in Asia with over 80 years of history guided by values of being honorable, enterprising, united, and committed.
Matching Summary
Senior Client Advisors are responsible for developing and maintaining relationships with clients in the private banking segment.
Skills & Requirements
Must-have
7 years experience in wealth management
Bachelor's degree in Finance or Business
Strong interpersonal and communication skills
Proficiency in MS Office applications
Nice-to-have
Experience with ultra-high net worth clients
Ability to establish rapport quickly
Sound judgement and leadership capability
Proactive self-motivated work style
Key Requirements
At least 7 years of experience in wealth management
Bachelor's degree in Business Administration, Finance, or Economics