Senior Client Advisor, Private Bank
UOB · Central Region (City Area)
Full-timeonsiteseniorSalesSales
รายละเอียดงาน / Description
Based in Singapore, this role involves managing and growing relationships with private banking clients. The Senior Client Advisor will provide tailored financial solutions and exceptional service, focusing on wealth management and investment advisory. This position requires identifying business opportunities through upselling and cross-selling to help clients achieve their financial objectives.
หน้าที่ความรับผิดชอบ / Responsibilities
- Manage client relationships, including onboarding and portfolio reviews
- Identify business opportunities by offering suitable financial solutions
- Ensure high customer satisfaction through understanding client needs
- Adhere to all relevant policies and regulatory procedures
- Stay informed about market trends and product knowledge
- Participate in various assigned projects
คุณสมบัติ / Qualifications
- Bachelor's degree in Finance, Business, or a related field
- At least 7 years of experience in wealth or private banking
- Experience with ultra-high net worth clients is preferred
- Strong interpersonal and relationship-building skills
- Demonstrated leadership and sound judgment abilities
- Excellent communication skills in English and Mandarin
ทักษะที่ต้องการ / Required skills
- Wealth Management
- Investment Advisory
- Client Relationship Management
- Financial Solutions
- Compliance
- Market Trends
- Leadership
- Communication
- MS Office
ทักษะเพิ่มเติม / Nice to have
- Private Banking
- Ultra-High Net Worth Clients