Assistant VP, Client Advisor – Privilege Banking

UNITED OVERSEAS BANK LIMITED

Singapore, SG
Financial advisory services for affluent clients
Investment product sales experience
Building long-term client relationships
You will be trained in the UOB Privilege Client Engagement Process to develop and grow client relationships

Job Summary

  • You will be trained in the UOB Privilege Client Engagement Process to develop and grow client relationships.
  • The role requires providing timely financial advice and investment solutions to high-net-worth clients in Singapore.
  • Building and maintaining long-term relationships with clients is a key factor for success in this position.

Matching Summary

Match Score: 85

You will be trained in the UOB Privilege Client Engagement Process to develop and grow client relationships.

Skills & Requirements

Must-have

  • Financial advisory services for affluent clients
  • Investment product sales experience
  • Building long-term client relationships

Nice-to-have

  • Regional market knowledge Greater China Indonesia Thailand
  • Self-motivated with strong sales drive
  • Ability to travel regionally if required

Key Requirements

  • Recognized university degree
  • At least 3 years of banking/financial industry experience
  • Experience in financial and investment product sales
  • Good knowledge of wealth management and investment products
  • Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI)

Work Rights

Not specified

Tailored Resume

Cover Letter