Client Advisors

Roles &Responsibilities

UOB PrivateBank is dedicated to managing the wealth of high-net-worth individuals withinvestment assets of $5 million and above. Keeping in mind our clients’financial objectives, we provide tailored products and solutions that draw onthe Group’s comprehensive suite of personal, business and investment services.

Job Responsibilities

· Source for and acquire new clientswithin market and refer potential clients to other marketing teams or othersegments within the bank

· Provide appropriate insurance &investment solutions to clients based on their needs and risk profiles

· Responsible for striving towards theAsset Under Management (AUM) growth and revenue generation

· Ensuring all transactions are strictlycompliant with audit and statutory guidelines

· Bachelor's degree with at least 8years of relevant experience

· Proven track record in the privatebanking business

· Sound product knowledge

· Good understanding of compliance andregulatory requirements

· Excellent interpersonal andcommunication skills

· Team player and able to collaboratewith the product team, support team, and other banking divisions to acquireclients