Assistant VP – Privilege Banking Client Advisor

About the role

You will join a team of highly trained financial professionals at United Overseas Bank (UOB) and become the lead manager for developing and growing Privilege client relationships across Singapore. The role involves delivering tailored financial advisory services and investment solutions to affluent and high‑net‑worth customers.

Key responsibilities

• Provide comprehensive financial and investment advice to Privilege clients.
• Deliver timely information, recommendations, and solutions that meet client needs.
• Build and maintain long‑term relationships with high‑net‑worth individuals.
• Follow the UOB Privilege Client Engagement Process and ensure consistent service quality.
• Collaborate with regional teams and travel as required to support client engagements.

Required profile

• Recognised university degree.
• Minimum 3 years of relevant banking or financial industry experience, with a focus on wealth management and investment product sales.
• Strong sales drive and self‑motivation.
• Ability to liaise with clients from Greater China, Indonesia, Thailand and other regional markets.
• Relevant certifications such as M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI.

Required skills

• Good knowledge of wealth management and investment products.