Client Advisors
Job Description
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 Job Requirements · 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