At a Glance
- Tasks: Build and nurture relationships with high net worth clients to enhance their financial success.
- Company: Join UOB, a leading bank in Asia with a rich history and global presence.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Other info: UOB values diversity and is committed to equal opportunity employment.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in financial services and strong relationship management skills required.
The predicted salary is between 63000 - 77000 £ per year.
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
- Acquire and nurture relationships with a group of high net worth customers with the objective of strengthening customer relationship and generating revenue.
- Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
- Analyse and match customers’ financial requirements with the bank’s product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities.
- Proactively cross-sell other banking products and services.
- Deliver on strong wealth revenue performance results, client growth, product penetration and position client experience.
- Proactively identify business opportunities to drive performance in line with overall business strategy.
JOB REQUIREMENTS
- Experience in the Financial Services industry, servicing high net worth clientele.
- A high degree of integrity and professionalism, and strong customer relationship management skills.
- Strong communication and interpersonal skills.
- Dynamic, result driven and self-motivated.
Additional Requirements
Be a Part of the UOB Family
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate’s 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.
MGR - VP, Client Advisor employer: UOB
United Overseas Bank (UOB) is an exceptional employer that fosters a collaborative and inclusive work culture, where employees are encouraged to grow and develop their skills in the dynamic banking sector. With a commitment to long-term success and a focus on operational excellence, UOB offers comprehensive training programs and career advancement opportunities, making it an ideal place for those seeking meaningful and rewarding employment in Malaysia's vibrant financial landscape.
StudySmarter Expert Advice🤫
We think this is how you could land MGR - VP, Client Advisor
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like UOB. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace MGR - VP, Client Advisor
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to UOB.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on UOB's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at UOB
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with UOB.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at UOB will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former UOB employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
