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You should have assets around $3 million to $300 million or managing $20 million to $30 billion.
UOB Senior / Client Advisor
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Responsibilities
- Provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients in Singapore.
- Provide customers with timely information, advice and recommendations to fit their requirements
Requirements
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- A recognized university degree.
- At least 3 to 5 years of relevant experience in the banking / financial industry, experienced in financial & investment product sales.
- Good knowledge of wealth management & investment products.
- Self-motivated, with strong sales drive & energy.
- Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A HI)
Read the full job details at Jobs Center
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About UOB
United Overseas Bank (UOB) was founded by Datuk Wee Kheng Chiang, incorporated on 6 August 1935 as the United Chinese Bank — the change of the name was effected in 1965. Today, the UOB Group has a network of more than 500 offices in 19 countries and territories in Asia Pacific, Western Europe and North America.
Managing $20 million to $3 billion. Investing $3 million to $300 million.
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