UOB
Banking
ClientAdvisor-AffluentClientGroup(Onshore)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Advisor - Affluent Client Group (Onshore) at UOB. Skills: Sales, Portfolio growth, Customer relationships. Branch sales and portfolio growth efforts related to various bank products.. Support of promotional activities.”
What You'll Achieve.
Maximizing revenues; Product initiatives; Sales; Customer satisfaction; Minimizing operational losses; Deepening existing relationships; Minimizing customer attrition
Industry & Context.
What They're Looking For.
Must Have
Requires a license to sell securities and related investment products.
What You'll Do.
Branch sales and portfolio growth efforts related to various bank products.
Support of promotional activities.
Referring customers to other areas
Responsible for maximizing revenues
customer satisfaction
and minimizing operational losses
in addition to deepening existing relationships and minimizing customer attrition.
Providing services and products directly to consumers through various business channels.
Full Job Description
**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** Sales - Privilege Banking is responsible for branch sales and portfolio growth efforts related to various bank products. Requires a license to sell securities and related investment products. Activities include support of promotional activities, enhancing customer relationships, and referring customers to other areas, as appropriate. The Privilege Banking focus specializes in clients with investible assets below a given value that are serviced by the consumer or private bank. Responsible for maximizing revenues, product initiatives, sales, customer satisfaction, and minimizing operational losses, in addition to deepening existing relationships and minimizing customer attrition. Consumer Banking covers activities related to providing services and products directly to consumers through various business channels. This group includes retail banking, consumer lending, auto finance, small business banking, and related business areas. ## **Additional Requirements** CMFAS HI - Certificate in Health Insurance - Singapore, CMFAS M1B - Rules and Regulations for Dealing in Securities (Non SGX-ST members) - Singapore, CMFAS M5 - Rules & Regulations for Financial Advisory Services - Singapore, CMFAS M6A - Securities and Futures Product Knowledge - Singapore
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