Client Advisors
Must-have:FinTech
Roles &Responsibilities
UOB PrivateBank is dedicated to managing the wealth of high-net-worth individuals withinvestment assets of $5 million and above. Keeping in mind our clients’financial objectives, we provide tailored products and solutions that draw onthe Group’s comprehensive suite of personal, business and investment services.
Job Responsibilities
- Source for and acquire new clientswithin market and refer potential clients to other marketing teams or othersegments within the bank
- Provide appropriate insurance &investment solutions to clients based on their needs and risk profiles
- Responsible for striving towards theAsset Under Management (AUM) growth and revenue generation
- Ensuring all transactions are strictlycompliant with audit and statutory guidelines
Job Requirements
- Bachelor's degree with at least 8years of relevant experience
- Proven track record in the privatebanking business
- Sound product knowledge
- Good understanding of compliance andregulatory requirements
- Excellent interpersonal andcommunication skills
- Team player and able to collaboratewith the product team, support team, and other banking divisions to acquireclients