Senior Client Advisor, Private Bank jobs in United States
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UOB · 1 month ago

Senior Client Advisor, Private Bank

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. They are seeking a Senior Client Advisor to develop strong client relationships, advise on financial strategies, and ensure compliance with policies.

BankingFinanceFinancial Services

Responsibilities

Develop strong client relationships by understanding clients’ businesses and financial goals, and delivering exceptional service quality
Advise clients on optimal financial structures and investment strategies based on their risk appetite and business objectives
Identify opportunities for UOB to serve clients better, including identifying areas where we can provide innovative solutions
Work closely with colleagues across UOB to provide integrated solutions that address clients’ needs
Ensure compliance with all relevant policies and regulations, as well as maintain high standards of conduct and ethics in all interactions with clients and other stakeholders

Qualification

Relationship managementCorporate bankingInvestment bankingLeadership capabilitiesEntrepreneurial mindsetCommunication skillsExperience in SingaporeMultinational companiesTeamwork abilitiesInterpersonal skills

Required

Minimum degree in Business or Finance
At least 10 years of experience in relationship management, preferably in corporate banking or investment banking
Excellent communication skills (oral, written, and presentation), interpersonal skills, and teamwork abilities
Strong leadership capabilities, with experience managing teams
Entrepreneurial mindset and self-motivation
Experience working with multinational companies
Experience working in Singapore

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