AVP-VP, Privilege Banking lnternational - Client Advisor
UOB · Central Region (City Area)
Full-timeonsitemidSalesSales
รายละเอียดงาน / Description
Based in Singapore, this role involves managing and expanding relationships with affluent and high-net-worth clients across various international markets. The successful candidate will provide comprehensive financial advisory services, offering tailored investment solutions and timely market insights. This position requires adherence to banking policies and regulatory standards while fostering long-term client connections.
หน้าที่ความรับผิดชอบ / Responsibilities
- Develop and grow client relationships for Privilege Banking
- Provide financial advisory and investment solutions to affluent clients
- Offer timely information and recommendations to meet client needs
- Build and maintain long-term client relationships
- Ensure proper advisory procedures and documentation
- Adhere to bank policies and regulatory requirements
คุณสมบัติ / Qualifications
- Recognized university degree
- 3-8 years of relevant banking/financial industry experience
- Experience in financial and investment product sales
- Strong advisory skills and wealth management product knowledge
- Self-motivated with a strong sales drive
- Possess relevant financial accreditations (e.g., M1B, M2B, 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