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Senior Client Advisor, Private Banking

Posting Date:  03-Nov-2021
Location: 

Kuala Lumpur, Wilayah Persekutuan, MY, 50738

Company:  United Overseas Bank (Malaysia) Bhd

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

UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients’ financial objectives, we provide tailored products and solutions that draw on the Group’s comprehensive suite of personal, business and investment services.

Job Responsibilities

  • Deliver and meet KRA target i.e. AUM, NTB and fee income
  • Retain existing highly valuable customers. Grow share of wallet with the bank through focused relationship management activities
  • Constantly, reviewing market with the latest development and products offerings to determine customer needs
  • Ensure that KYC/AML and other compliance norms are strictly adhered to when performing client onboarding and annual review
  • Ensure compliance with the products and sales policies, procedures and guidelines set by the Bank’s and the relevant authorities are adhered and complied
  • To ensure proper certification and attend product trainings

 

Job Requirements

  • Preferably with Degree holder in any field. and
  • Preferably 5years and above working experience in financial industry. Account manager attached to corporate commercial banking are welcome to apply
  • Relevant certifications/licensing in marketing of wealth products. IPPC or Module 6 & 7, FIMM

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.

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