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Senior Client Advisor, Private Wealth

Posting Date:  08-Mar-2023

Singapore (City Area), Singapore, 048624

Company:  United Overseas Bank Ltd

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

•    Source for and acquire new clients within market and refer potential clients to other marketing teams or other segments within the bank 
•    Provide appropriate insurance & investment solutions to clients based on their needs and risk profiles 
•    Responsible for striving towards the Asset Under Management (AUM) growth and revenue generation 
•    Ensuring all transactions are strictly compliant with audit and statutory guidelines 

Job Requirements

  • Bachelor's degree with at least 8 years of relevant experience 
  • Proven track record in the private banking business 
  • Sound product knowledge 
  • Good understanding of compliance and regulatory requirements 
  • Excellent interpersonal and communication skills 
  • Team player and able to collaborate with the product team, support team, and other banking divisions to acquire clients 
  • CACS Certification (Paper 1 & 2).

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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