Client Advisors
United Overseas Bank- Posted an hour ago
- Be among the first 10 applicants
Job Description
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
More Info
Key Skills
insurance investment solutions
