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UOB

JR77394 VP, Client Advisor

Reposted 13 Days Ago
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In-Office
Singapore
Mid level
In-Office
Singapore
Mid level
Manage relationships with existing high net worth clients, develop servicing strategies, and oversee client team delivery for optimal satisfaction and retention.
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About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

Relationship Management (Private Banking) is responsible for strengthening the firm's relationships with existing accounts, and driving continuous service improvements with ultimate focus on business retention. Develops the strategy, processes, and delivery measurement for service among all functional areas responsible for delivering to clients. Private Banking covers activities related to delivering relationship management and customer service to wealthy clients. Functions include client team members, including relationship managers, portfolio managers, and product experts. The High Net Worth area is responsible for clients with investible assets between a given range. Could specialize in new client acquisition and/or manage relationships of existing clients.

Wealth Management covers activities related to individual investors across a range of firm types, including private banks, retail and high net worth brokerages, multi-family offices, premier banks, registered investment advisory firms, and investor centers. Clients covered range from mass affluent through ultra high net worth.

Additional Requirements

CACS 1 - Client Advisor Competency Standards Paper 1 - Singapore, CACS 2 - Client Advisor Competency Standards Paper 2 - Singapore

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.

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Top Skills

Cacs 1
Cacs 2
HQ

UOB Singapore Office

80 Raffles Place, Singapore, 048624

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