Avp-vp, Privilege Banking Client Advisor

UOB United Overseas Bank Limited

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Privilege client engagement process
Financial advisory services
Investment solutions and advice
** UOB United Overseas Bank Limited is seeking a Privilege Banking Client Advisor to manage and grow relationships with affluent clients by providing tailored financial advisory services. The ideal candidate should have 3-8 years of relevant banking experience and strong sales capabilities, with a focus on wealth management and investment products. **

Job Summary

  • 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 various market segments.
  • Building and maintaining long-term relationships with your clients is a key factor for success in this role.

Matching Summary

Match Score: 75

** UOB United Overseas Bank Limited is seeking a Privilege Banking Client Advisor to manage and grow relationships with affluent clients by providing tailored financial advisory services. The ideal candidate should have 3-8 years of relevant banking experience and strong sales capabilities, with a focus on wealth management and investment products. **

Skills & Requirements

Must-have

  • Privilege Client Engagement Process
  • financial advisory services
  • investment solutions and advice
  • affluent and high networth clients
  • Building and maintaining long-term relationships

Nice-to-have

  • Self-motivated with strong sales drive
  • good product knowledge
  • timely information, advice and recommendations

Key Requirements

  • recognized university degree
  • 3 - 8 years of relevant experience
  • financial & investment product sales experience
  • Strong advisory skill
  • AML/KYC processes knowledge preferred
  • relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI)

Work Rights

Not specified

Tailored Resume

Cover Letter