Senior Client Advisors are responsible for developing and maintaining relationships with clients in the private banking segment of UOB's consumer banking franchise
Job Summary
Senior Client Advisors are responsible for developing and maintaining relationships with clients in the private banking segment of UOB's consumer banking franchise.
The role requires identifying business opportunities within the portfolio by upselling or cross-selling appropriate financial solutions to meet clients' financial goals.
Candidates must provide end-to-end personalized client relationship services including onboarding, portfolio reviews, investment advisory, and succession planning.
Matching Summary
Senior Client Advisors are responsible for developing and maintaining relationships with clients in the private banking segment of UOB's consumer banking franchise.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
7 years wealth management experience
Bachelor's degree in Finance or Business
English and Mandarin communication skills
Nice-to-have
Experience with ultra-high net worth clients
Strong interpersonal and leadership capabilities
Proactive self-motivated initiative
Key Requirements
At least 7 years of experience in wealth management
Bachelor's degree in Business Administration, Finance, Economics