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© All Rights Reserved. ApplyBlast.com
UOB
This role serves as a primary client contact and trusted investment advisor for high-net-worth clients, delivering tailored investment solutions and ensuring an exceptional client experience. The position involves assessing suitability, identifying product-specific opportunities, providing portfolio advice, and executing after-sales activities in collaboration with Client Advisors. The role also requires overseeing risk management practices within advisory services to ensure compliance with regulatory standards and internal policies.
Ngân hàng UOB là một ngân hàng hàng đầu tại châu Á với mạng lưới toàn cầu gồm hơn 500 văn phòng tại 19 quốc gia và vùng lãnh thổ thuộc Châu Á – Thái Bình Dương, Châu Âu và Bắc Mỹ.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for UOB.
UOB didn’t post a salary, so this is our estimate from similar listings.
16% below the average for this role