AVP, Privilege Banking - Client Advisor (Onshore)
Salary undisclosed
Apply on
Availability Status
This job is expected to be in high demand and may close soon. We’ll remove this job ad once it's closed.
Original
Simplified
- Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB's clients
- Develop and deepen relationships with clients who have been assigned to you
- Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)
- A recognised university degree
- At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considered for a more senior position
- Good knowledge of wealth management & investment products
- Results-oriented, dynamic and self-driven
- Competent in engaging and managing internal and external clients
- Proven ability to exceed sales target
- Resourceful and able to work with minimal supervision
Similar Jobs