PVB Client Advisor

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

About the Department

Job Responsibilities

• Manage business relationship with Privilege Banking clients and offer professional financial advice; customer service to achieve high level of customer satisfaction and retention (AUM more than 10 MB).
• Design financial strategies, investment and portfolio model plans for individual customer.
• Build customer’s wealth through Privilege Banking products.
• Review and response to customers changing needs and financial circumstances, associated risk and providing customers with information on new and existing products and services.
• Closely performs credit monitoring in compliance with the bank’s policies or guidance.
• Coordinate with related departments in marketing and servicing the customers to achieve sale volume and revenue target.

Job Requirements

• Master’s degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field.
• At least 2 years of experience in Wealth Banking, Private Banking, Investment HNW customer.
• Experienced in RM, knowledge in Mutual Fund products is preferred.
• Knowledge of financial instruments, credit and business analysis, industry analysis.
• Strong interpersonal and communication skills
• Certificate for Single License, Life and Non-Life License. 
• UOB will subsidised the cost for qualified staff to get CFP certification
• Attractive Benefits, Fast Track Promotion and Special Professional Development Program

Be a part of UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

Apply now and make a difference.