About the role
AI summarisedSenior Client Advisor at UOB Private Bank responsible for managing relationships with high net worth clients, providing personalized banking and investment advisory services, and identifying business opportunities through cross-selling and upselling.
BusinessFull-timeGeneral
Key Responsibilities
- Provide end-to-end personalized client relationship management services which include onboarding new clients, providing regular portfolio reviews, managing client enquiries, offering investment advisory services as well as succession planning for high net worth individuals
- Identify business opportunities within your portfolio by upselling or cross-selling appropriate financial solutions to meet clients' financial goals
- Deliver exceptional customer experience by understanding clients' needs and preferences
- Ensure compliance with all relevant policies and procedures
- Keep abreast of market trends and developments to enhance product knowledge
- Participate in ad hoc projects as assigned by Head of PB Clients & Markets
Requirements
- Bachelor's degree in Business Administration, Finance, Economics or equivalent At least 7 years of experience in wealth management, investment banking, asset management or private banking Experience working with ultra-high net worth clients is preferred Strong interpersonal skills with the ability to establish rapport quickly and build long-lasting relationships Demonstrated leadership capability, sound judgement and strong organizational skills Excellent communication skills (both written and verbal) in English and Mandarin Proactive, self-motivated and able to take initiative Confident and articulate when dealing with senior stakeholders both internally and externally Ability to multi-task and manage competing priorities Proficient in MS Office applications including Word, Excel and PowerPoint **Additional Requirements* Develop, Engage, Execute, Strategise Be a Part of the UOB Family 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. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application. Apply now and make a Difference