Client Advisor
UOB(27 days ago)
About this role
A Privilege Banking Client Advisor at UOB serves as a wealth-focused relationship manager for affluent clients, representing the bank’s advisory proposition and delivering personalized financial solutions. The role centers on providing a premium client experience aligned with UOB’s values and regulatory standards.
Required Skills
- Wealth Products
- Relationship Building
- Client Acquisition
- Portfolio Growth
- Financial Advisory
- Regulatory Compliance
- KYC AML
- Cross Selling
- Communication
- Sales
Qualifications
- Bachelor's Degree in Finance
- Bachelor's Degree in Business
- Bachelor's Degree in Economics
- PCE/CEILI
- TBE
- CFP
- RFP
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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