JR77394 VP, Client Advisor
About The Position
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. 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.
Requirements
- CACS 1 - Client Advisor Competency Standards Paper 1 - Singapore
- CACS 2 - Client Advisor Competency Standards Paper 2 - Singapore
Responsibilities
- Strengthening the firm's relationships with existing accounts
- 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
- Delivering relationship management and customer service to wealthy clients
- New client acquisition and/or manage relationships of existing clients
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
