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 distinct collection combines two QLS-endorsed courses, namely Operations Management - Level 7 and Project Management, paving your way to becoming a savvy strategist and a dynamic project manager. Complementing this duo are five highly relevant CPD QS accredited courses: Business Management, Business Analysis, Business Law, Diploma in Lean Process and Six Sigma, and Commercial Management.<br /> <br /> These courses take a deep dive into operational processes, project planning, business strategy, data interpretation, legal principles, lean methodologies, and commercial management skills. Imagine the depth and breadth of knowledge you'll possess upon completion!<br /> <br /> What's more? With each of the two QLS-endorsed courses, you'll receive a hardcopy certificate—a testament to your expanded skill set and unwavering commitment to professional growth. Propel your career forward with this bundle, garnering insights from top-quality theoretical course content. 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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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Hiring company
United Overseas Bank
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Operations Director Level 3 Advanced Diploma Course LineAED 49Duration: Upto 4 Hours
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Operation Management and Project Management Academy for Health & FitnessAED 799Duration: Upto 167 Hours
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