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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This course is organised into 7 modules and includes everything you need to become successful in this profession. To make this course more accessible for you, we have designed it for both part-time and full-time students. <ul> <li>Operation Management Diploma is one of our best selling and most popular course.</li> <li>The Operation Management Diploma is organised into 7 modules and includes everything you need to become successful in this profession.</li> <li>To make this course more accessible for you, we have designed it for both part-time and full-time ;</li> <li>If you require support, our experienced tutors are always available to help you throughout the comprehensive syllabus of this course and answer all your queries through email.</li> </ul> <strong>Why Choose this Course</strong> <ul> <li>Earn a digital Certificate upon successful completion.</li> <li>Accessible, informative modules taught by expert instructors</li> <li>Study in your own time, at your own pace, through your computer tablet or mobile device</li> <li>Benefit from instant feedback through mock exams and multiple-choice assessments</li> <li>Get 24/7 help or advice from our email and live chat teams</li> <li>Full Tutor Support on Weekdays</li> </ul> <strong>Course Design</strong><br /> <br /> The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace.<br /> You are taught through a combination of- <ul> <li>Video lessons</li> <li>Online study supplies</li> <li>Mock exams</li> <li>Multiple-choice assessment</li> <li>Assignment</li> </ul> <strong>Certificate of Achievement</strong><br /> <br /> <strong>Endorsed Certificate of Achievement from the Quality Licence Scheme</strong><br /> <br /> Once the course has been completed and the assessment has been passed, all students are entitled to receive an endorsed certificate. This will provide proof that you have completed your training objectives, and each endorsed certificate can be ordered and delivered to your address for only £119. Please note that overseas students may be charged an additional £10 for postage.<br /> <br /> <strong>CPD Certificate of Achievement from Janets</strong><br /> Upon successful completion of the course, you will be able to obtain your course completion e-certificate. Print copy by post is also available at an additional cost of £ and PDF Certificate at £<br /> <br /> <strong>Endorsement</strong><br /> <br /> This course and/or training programme has been endorsed by the Quality Licence Scheme for its high-quality, non-regulated provision and training programmes. This course and/or training programme is not regulated by Ofqual and is not an accredited qualification. Your training provider will be able to advise you on any further recognition, for example progression routes into further and/or higher education. For further information please visit the Learner FAQs on the Quality Licence Scheme website.<br /> <br /> <strong>Method of Assessment</strong><br /> <br /> To successfully complete the course, students will have to take an automated multiple-choice exam. This exam will be online and you will need to score 60% or above to pass the course. After successfully passing the exam, you will be able to apply for Quality Licence Scheme endorsed certificate of achievement.<br /> To verify your enhanced skills in the subject, we recommend that you also complete the assignment questions. These can be completed at any time which is convenient for yourself and will be assessed by our in-house specialised tutors. Full feedback will then be given on your current performance, along with any further advice or support.<br /> <br /> <strong>Who is this course for?</strong><br /> <br /> This Operation Management Diploma Course is perfect for any individual who is just starting to work with company finances in the administration or accounting department of a large firm, or any type of organisation. It may also be used as a refresher course for existing accountants, or those that may need to use a trusted form of financial management.', 'outline' => null, 'who_should_take_this_course' => null, 'career_path' => 'Operations Manager,Logistics Manager,Supply Chain Manager', 'eligibility' => 'This course is available to all learners, of all academic backgrounds. A good understanding of the English language, numeracy and ICT are required to attend this course.', 'school' => 'Janets', 'keywords' => null, 'location' => 'Online', 'duration' => 'Upto 4 Weeks', 'timing' => 'Flexible', 'cost' => null, 'discount' => null, 'eligibility_criteria' => null, 'job_matching_keywords' => null, 'boosted' => '0', 'lang_code' => 'en', 'status' => 'active', 'auto_translated' => '0', 'objectives' => null, 'photo' => null, 'photo_cta' => null, 'video' => null ), 'Profile' => array() ) ) $job = array( 'Job' => array( 'id' => '43440580', 'contact_id' => '3773199', 'recruiter_id' => '74726', 'job_function_id' => null, 'title' => 'Assistant VP / VP, Client Advisor, Privilege Banking (Offshore 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. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. 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Hiring company
United Overseas Bank
-
LEED Operations Management StudyHubAED 49
AED 955Duration: Upto 4 Hours -
AED 37Duration: Upto 4 Weeks
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