Client Advisor
UOB · Central Region (City Area)
Full-timeonsitemidFinanceBankingWealth ManagementFinancial AdvisoryRelationship ManagerSingapore
รายละเอียดงาน / Description
Based in Singapore, this role focuses on nurturing and expanding relationships with high-net-worth and affluent clientele. You will deliver tailored wealth advisory services and recommend comprehensive investment solutions aligned with customer goals. Working within a professional banking environment, you will uphold rigorous compliance standards while fostering enduring client partnerships.
หน้าที่ความรับผิดชอบ / Responsibilities
- Manage and grow long-term relationships with affluent and high-net-worth privilege clients.
- Deliver comprehensive financial advice and customized wealth management solutions.
- Offer timely market information, product insights, and portfolio guidance.
- Achieve advisory business objectives through proactive client engagement.
- Ensure full compliance with internal bank policies, statutory regulations, and FAA guidelines.
คุณสมบัติ / Qualifications
- Recognized university degree in any discipline.
- Between 3 and 8 years of relevant financial services experience in investment sales.
- Strong advisory expertise and deep understanding of wealth management products.
- Possession of mandatory regulatory certifications including relevant CMFAS modules.
- Self-driven professional with excellent commercial acumen and relationship-building skills.
ทักษะที่ต้องการ / Required skills
- Wealth Management
- Financial Advisory
- Investment Products
- Portfolio Management
- Client Relationship Management
- CMFAS
ทักษะเพิ่มเติม / Nice to have
- AML
- KYC
- Retail Banking