AVP-VP, Privilege Banking Client Advisor
UOB(1 month ago)
About this role
A Client Advisor within UOB's Privilege segment focuses on developing and growing relationships with affluent and high-net-worth clients. The role supports clients by providing financial advisory services and tailored investment solutions while ensuring adherence to bank policies and regulatory requirements. The advisor will be trained in UOB's Privilege Client Engagement Process and act as lead manager for assigned clients.
Required Skills
- Financial Advisory
- Investment Sales
- Relationship Management
- Client Engagement
- AML/KYC
- Wealth Management
- Sales
- Regulatory Compliance
- Product Knowledge
- Documentation
Qualifications
- Recognized University Degree
- M1B
- M5
- M6
- M6A
- M8
- M8A
- M9
- M9A
- HI
About UOB
uobgroup.comUOB is rated as one of the world's top banks, with a global network of 500 branches and offices across 19 countries and territories in Asia Pacific, Europe and North America.
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