PVB Client Advisor

Job Responsibilities

• Manage business relationship with Privilege Banking clients and offer professional financial advice; customer service to achieve high level of customer satisfaction and retention (AUM more than 10 MB).
• Design financial strategies, investment and portfolio model plans for individual customer.
• Build customer’s wealth through Privilege Banking products.
• Review and response to customers changing needs and financial circumstances, associated risk and providing customers with information on new and existing products and services.
• Closely performs credit monitoring in compliance with the bank’s policies or guidance.
• Coordinate with related departments in marketing and servicing the customers to achieve sale volume and revenue target.

Job Requirements

• Master’s degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field.
• At least 2 years of experience in Wealth Banking, Private Banking, Investment HNW customer.
• Experienced in RM, knowledge in Mutual Fund products is preferred.
• Strong interpersonal and communication skills.
• Good command of English.
• Certificate for Single License, Life and Non-Life License.
• UOB will subsidised the cost for qualified staff to get CFP certification
• Attractive Benefits, Fast Track Promotion and Special Professional Development Program