You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.
To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients for various market segments.
To provide customers with timely information, advice and recommendations to fit their requirements....
Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB’s clients
Develop and deepen relationships with clients who have been assigned to you
Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)...
Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB’s clients
Develop and deepen relationships with clients who have been assigned to you
Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)...
Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB’s clients
Develop and deepen relationships with clients who have been assigned to you
Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)...