
VP, Senior Client Advisor, Privilege Reserve
Salary undisclosed
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is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business and investment services.Job Responsibilities
- You will be part of a group of highly trained financial professionals. You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.
- You will be required to provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients in various market segments. You will provide customers with timely information, advice and recommendations to fit their requirements. Building and maintaining long-term relationships with your clients is a key factor for success in this role.
- You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.
- To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients for various market segments.
- To provide customers with timely information, advice and recommendations to fit their requirements.
- Building and maintaining long-term relationships with your clients is a key factor for success inthis role.
- A recognized university degree.
- Candidates with at least 5 years of relevant experience in the banking / financial industry.
- Good knowledge of wealth management & investment products.
- Self-motivated, with strong sales drive & energy.
- Possess relevant accreditation (CACS Paper1 & 2)
is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business and investment services.Job Responsibilities
- You will be part of a group of highly trained financial professionals. You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.
- You will be required to provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients in various market segments. You will provide customers with timely information, advice and recommendations to fit their requirements. Building and maintaining long-term relationships with your clients is a key factor for success in this role.
- You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.
- To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients for various market segments.
- To provide customers with timely information, advice and recommendations to fit their requirements.
- Building and maintaining long-term relationships with your clients is a key factor for success inthis role.
- A recognized university degree.
- Candidates with at least 5 years of relevant experience in the banking / financial industry.
- Good knowledge of wealth management & investment products.
- Self-motivated, with strong sales drive & energy.
- Possess relevant accreditation (CACS Paper1 & 2)