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VP/ Assistant VP/ Manager, Client Wealth Acquisition Manager, Privilege Banking

Job LocationSingapore
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaNot Mentioned
EmploymentTypeFull-time

Job Description

About UOBUnited 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.About the DepartmentThe Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.Personal Financial ServicesWe design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.Job ResponsibilitiesAs part of the Client Acquisition Team, you will acquire high affluent customers for UOB Privilege Banking and Privilege Reserve. You will work closely with Privilege Banking Client Advisors (CAs) and Privilege Reserve Senior Client Advisors (SCA) to provide and deliver a Total Wealth Management experience to new and existing high affluent clients.Your key responsibilities include:Responsible for acquisition of highly affluent clients with Asset Under Management of $350,000 and above, not restricted to Singapore resident via tele-prospecting, Networking and Privilege eventsPerform account opening and promote a suite of exclusive depository products and servicesConduct KYC on New to Bank clients as part of bank’s front line to detect and deter Money LaunderingEngage Banca First Touch(BFT) for all New-to-PV/R clients as part of holistic client onboarding journey ; Introduce concept of legacy planning ie Multiply /Safeguard / Distribute conceptsProvide timely and efficient processing on account opening and other account-related mattersEnsure compliance and legal guidelines are adhered to with all internal policies and external regulationsProvide top quality services and improving portfolio coverage through advisory of wealth and deposit productsProvide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high net worth clients in SingaporeBe knowledgeable about landscape of UOB product suites; Facilitate the transmission of information to our clientsUnderstand clients financial objectives, tolerance for risk in a regulated roleProvide customers with timely information, advice and recommendations to fit their requirementsJob RequirementsA recognized university degree.At least 3 to 5 years of relevant experience in the banking / financial industry, experienced in financial & investment product salesGood knowledge of wealth management & investment productsSelf-motivated, with strong sales drive and energyTrack record of excellencePossess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A HI)*Experience / Ability to liaise with clientele from respective markets such as Singapore, Malaysia, Indonesia, Thailand, Vietnam and ChinaBe a part of UOB FamilyUOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidates 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.Apply now and make a difference.

About Company

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.
In 1935, amid the economic uncertainties following the Great Depression, UOB opened its doors to offer banking services for the merchant community in Singapore.
Since then, UOB has grown organically and through a series of strategic acquisitions. Today, UOB is rated among the world’s top banks: ‘Aa1’ by Moody’s and ‘AA-’ by Standard & Poor’s and Fitch Ratings.
Generations of UOB employees for the past 80 years have carried through the entrepreneurial spirit, focus on long-term value creation and an unwavering commitment to do what is right for our customers and our colleagues.
At UOB, we believe in being a responsible financial services provider and we are committed to making a difference in the lives of our stakeholders and in the communities in which we operate.
Just as we are dedicated to helping our customers manage their finances wisely and grow their businesses, UOB is steadfast in our support of social development, particularly in the areas of art, children and education.

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