AVP-VP, Privilege Banking Client Advisor (Onshore Market)
UOB · Central Region (City Area)
Full-timeonsitemidOtherSales
รายละเอียดงาน / Description
Based in Singapore, this role involves joining a team of financial professionals to manage and expand relationships with affluent and high-net-worth clients. You will provide comprehensive financial advisory services, offering tailored investment solutions and timely recommendations. Success hinges on building and maintaining strong, long-term client relationships while adhering to banking policies and regulatory requirements.
หน้าที่ความรับผิดชอบ / Responsibilities
- Develop and grow client relationships within the Privilege segment
- Provide financial advisory services and investment solutions
- Offer timely information and recommendations to clients
- Build and maintain long-term client relationships
- Ensure proper advisory procedures and documentation
- Adhere to internal policies and regulatory requirements
คุณสมบัติ / Qualifications
- University degree
- 3-8 years of relevant banking or financial industry experience
- Experience in financial and investment product sales
- Strong advisory skills and product knowledge in wealth management
- Self-motivated with a strong sales drive
- Possess relevant financial accreditations (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI)
ทักษะที่ต้องการ / Required skills
- Financial Advisory
- Investment Products
- Wealth Management
- Client Relationship Management
- Sales
- Regulatory Compliance
ทักษะเพิ่มเติม / Nice to have
- AML
- KYC