Client Advisor - UOB Plaza
Core
Build and maintain relationships with High Net Worth individuals, providing comprehensive financial advice and tailored solutions to drive business growth.
Role type
Senior IC wealth management advisor (private banking)
Builds
Integrated financial solutions (wealth management, investments, insurance, legacy planning) for HNW clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment strategy, risk profiling, sales target achievement, regulatory compliance, proposal preparation, client relationship management
Preferred skills
Mandarin language proficiency, relevant financial advisory certifications (CMFAS M1A, M5, M8, etc.)
Technologies
Financial planning tools, CRM systems
Responsibilities
Develop and manage a portfolio of HNW clients; Provide holistic financial planning and advisory services; Proactively identify and develop new business opportunities; Collaborate with product specialists to deliver customized solutions; Prepare and present financial proposals and reviews; Handle client inquiries and resolve issues efficiently.