MGR - VP, Client Advisor jobs in United States
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UOB · 5 months ago

MGR - VP, Client Advisor

United Overseas Bank (UOB) is a leading bank in Asia with a global network of branches and offices. They are seeking a VP, Client Advisor to acquire and nurture relationships with high net worth customers, manage key relationships, and drive revenue growth through effective financial management and cross-selling of banking products.

BankingFinanceFinancial Services

Responsibilities

Acquire and nurture relationships with a group of high networth 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

Qualification

Financial Services experienceCustomer relationship managementCommunication skillsInterpersonal skillsResult drivenProfessionalismSelf motivatedIntegrity

Required

Experience in the Financial Services industry, servicing high networth clientele
A high degree of integrity and professionalism, and strong customer relationship management skill
Strong communication and interpersonal skills
Dynamic, result driven and self motivated

Company

We’re here to do Right By You. At UOB, we aspire to build a better future for the people and businesses in the region.

Funding

Current Stage
Public Company
Total Funding
$1.67B
2025-11-25Post Ipo Debt· $979M
2025-08-29Post Ipo Debt· $35M
2024-08-05Post Ipo Debt· $651.52M

Leadership Team

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Richard Maloney
President and CEO
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Kevin Lim
SVP, Group Strategy
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Company data provided by crunchbase