Assistant VP / VP, Client Advisor, Privilege Banking (Offshore Markets)
Job details
Assistant VP / VP, Client Advisor, Privilege Banking (Offshore Markets) Posting Date: 27 Apr 2024 Location: Singapore, SG, 048616 Company: 3677 About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers. About the Department The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services. Personal Financial Services We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations. 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 in this role.
- 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 recognized university degree.
- At least 3 - 8 years of relevant experience in the banking / financial industry, experienced in financial & investment product sales for Junior Client Advisor role.
- Candidates with at least 5 years of relevant experience will be considered for Senior Client Advisor role.
- Good knowledge of wealth management & investment products.
- Self-motivated, with strong sales drive & energy.
- Experience / Ability to liaise with clientele from respective markets Greater China / Indonesia / Thailand etc.
- Ability to travel regionally if required.
- Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A HI)
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Markets)', 'vacancies' => null, 'job_type_id' => null, 'description' => null, 'pay_status' => 'Free', 'external_job_description' => '<b> Assistant VP / VP, Client Advisor, Privilege Banking (Offshore Markets) </b> <br> <br> <br> Posting Date: 27 Apr 2024 <br> <br> <br> Location: <br> Singapore, SG, 048616 <br> <br> <br> Company: 3677 <br> <br> <br> <br> <b> About UOB </b> <br> <br> <br> United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. <br> <br> <br> Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers. <br> <br> <br> <br> <b> About the Department </b> <br> <br> <br> The <b> Retail </b> function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services. <br> <br> <br> <br> <b> Personal Financial Services </b> <br> <br> <br> We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations. <br> <br> <br> <br> <b> Job Responsibilities </b> <br> <br> <br> 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. <ul> <li> You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. </li> <li> 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. </li> <li> To provide customers with timely information, advice and recommendations to fit their requirements. </li> <li> Building and maintaining long-term relationships with your clients is a key factor for success in this role. </li> <li> 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) </li></ul> <b> Job Requirements </b> <ul> <li> A recognized university degree. </li> <li> At least 3 - 8 years of relevant experience in the banking / financial industry, experienced in financial & investment product sales for Junior Client Advisor role. </li> <li> Candidates with at least 5 years of relevant experience will be considered for Senior Client Advisor role. </li> <li> Good knowledge of wealth management & investment products. </li> <li> Self-motivated, with strong sales drive & energy. </li> <li> Experience / Ability to liaise with clientele from respective markets Greater China / Indonesia / Thailand etc. </li> <li> Ability to travel regionally if required. </li> <li> Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A HI) </li></ul> <b> Be a part of UOB Family </b> <br> <br> <br> UOB is an equal opportunity employer. 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Every budding leader in the UK dreams of mastering the fine art of leadership, but not all are privy to the secrets that can elevate their potential. Our "Future Leaders Training Program" holds the key to unlock that potential. Dive into a curated bundle, offering you eight meticulously designed courses that navigate the ever-evolving world of leadership.<br /> <br /> From the nuances of leadership to the art of crafting a productive workspace, every aspect is covered in this bundle. Delve into 'Leadership and Management Training Course', 'Be a Successful Leader', 'The Principles of Ethical Leadership', 'People Management Diploma', 'How to Create a Productive Workspace', 'Motivation - Motivating Yourself & Others', 'Learn to Deal With Regret', and 'The Power of Creativity'. These courses are designed to shape Future Leaders. The purpose? To equip you with the theoretical knowledge essential for moulding Future Leaders ready to face any challenge.<br /> <br /> <strong>The Eight CPD Accredited courses that the bundle includes are:</strong> <ul> <li><strong>Course 01: </strong>Leadership and Management Training Course</li> <li><strong>Course 02: </strong>Be a Successful Leader</li> <li><strong>Course 03: </strong>The Principles of Ethical Leadership</li> <li><strong>Course 04:</strong> People Management Diploma</li> <li><strong>Course 05:</strong> How to Create a Productive Workspace</li> <li><strong>Course 06: </strong>Motivation - Motivating Yourself & Others</li> <li><strong>Course 07:</strong> Learn to Deal With Regret</li> <li><strong>Course 08: </strong>The Power of Creativity</li> </ul> <strong>Learning Outcomes</strong> <ul> <li>Develop a comprehensive understanding of leadership and management principles essential for Future Leaders.</li> <li>Acquire insights into ethical leadership and its impact on organisational success.</li> <li>Enhance people management strategies, fostering productive and harmonious team environments.</li> <li>Understand how to design a workspace that enhances productivity and creativity.</li> <li>Gain skills to motivate oneself and inspire others, a vital trait for Future Leaders.</li> <li>Learn to navigate personal and professional regrets, turning them into learning opportunities.</li> <li>Harness the power of creativity in decision-making and problem-solving.</li> </ul> <strong>Description</strong><br /> <br /> Leadership and Management Training Course & Be a Successful Leader Navigating the seas of leadership requires a blend of art and science. The first two courses in our bundle elucidate the essence of being a leader and how Future Leaders can strategise, plan, and execute their vision. From the foundational principles of leadership to the nitty-gritty of successful management, budding Future Leaders will be fully equipped.<br /> <br /> The Principles of Ethical Leadership & People Management Diploma As Future Leaders, understanding the ethos behind actions is paramount. These courses instil the values and principles of ethical leadership. Beyond this, delve deep into people management, understanding the dynamics of a team and how to bring out the best in every individual, a core attribute for all Future Leaders.<br /> <br /> How to Create a Productive Workspace & Motivation - Motivating Yourself & Others Future Leaders know the importance of environment and motivation. Learn how to curate spaces that inspire creativity and productivity. Simultaneously, discover the art of self-motivation and how to ignite the same fire in others.<br /> <br /> Learn to Deal With Regret & The Power of Creativity Every Future Leader faces challenges and regrets. But it’s how one deals with them that defines their journey. Learn strategies to tackle regrets and turn them into stepping stones. 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This accredited course will give you a competitive advantage in your career, making you stand out from all other applicants and employees.<br /> <br /> As one of the leading course providers and most renowned e-learning specialists online, we’re dedicated to giving you the best educational experience possible. This course is crafted by industry experts, to enable you to learn quickly and efficiently, and at your own pace and convenience.<br /> <br /> <strong>How Will I Benefit?</strong> <ul> <li>Boost your career in strategic management</li> <li>Deepen your knowledge and skills in your chosen field just in hours not years!</li> <li>Study a course that has been designed by industry professionals.</li> <li>Save money and time by studying your convenient time</li> <li>Have access to a tutor whenever you are in need</li> </ul> So, what are you thinking about! Start getting the benefits by enrolling today!<br /> <br /> <strong>Why Choose Lead Academy:</strong> <ul> <li>Lifetime Access</li> <li>High-quality e-learning study materials </li> <li>The UK and globally recognized qualification</li> <li>Self-paced, no fixed schedules</li> <li>24/7 customer support through email</li> <li>Available to students anywhere in the world</li> <li>No hidden fee</li> <li>Study in a user-friendly, advanced online learning platform</li> </ul> <strong>Who is this course for?</strong><br /> <br /> This comprehensive Strategic Management Diploma course is suitable for anyone looking to improve their job prospects or aspiring to accelerate their career in this sector and want to gain in-depth knowledge of strategic management.<br /> <br /> <strong>Method of Assessment</strong><br /> <br /> After completing the course, you will be required to sit an online multiple-choice assessment. 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In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. <br> <br> <br> Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers. <br> <br> <br> <br> <b> About the Department </b> <br> <br> <br> The <b> Retail </b> function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services. <br> <br> <br> <br> <b> Personal Financial Services </b> <br> <br> <br> We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations. <br> <br> <br> <br> <b> Job Responsibilities </b> <br> <br> <br> 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. 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Building and maintaining long-term relationships with your clients is a key factor for success in this role. <ul> <li> You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. </li> <li> 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. </li> <li> To provide customers with timely information, advice and recommendations to fit their requirements. </li> <li> Building and maintaining long-term relationships with your clients is a key factor for success in this role. </li> <li> 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) </li></ul> <b> Job Requirements </b> <ul> <li> A recognized university degree. </li> <li> At least 3 - 8 years of relevant experience in the banking / financial industry, experienced in financial & investment product sales for Junior Client Advisor role. </li> <li> Candidates with at least 5 years of relevant experience will be considered for Senior Client Advisor role. </li> <li> Good knowledge of wealth management & investment products. </li> <li> Self-motivated, with strong sales drive & energy. </li> <li> Experience / Ability to liaise with clientele from respective markets Greater China / Indonesia / Thailand etc. </li> <li> Ability to travel regionally if required. </li> <li> Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A HI) </li></ul> <b> Be a part of UOB Family </b> <br> <br> <br> UOB is an equal opportunity employer. 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Hiring company
United Overseas Bank
-
Future Leaders (8-in-1 Career Bundle) NextGen LearningAED 199Duration: Upto 30 Hours
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Strategic Management Diploma Lead AcademyAED 93
AED 1,432Duration: Upto 1 Hour
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https://sg.jooble.org/external/-5929066018839830827?cpc=d0FU&utm_source=affiliate&utm_medium=laimoon_organic_sg&extra_ars_request_id=50607b4ca8839becbba107c52a4e055f