Senior Client Advisor, Private Bank
UOB
- # Senior Client Advisor, Private BankApplyremote type: Onsitelocations: Central Region (City Area)time type: Full timeposted on: Posted 30+ Days Agotime left to apply: End Date: August 1, 2026 (30+ days left to apply)job requisition id: JR78575**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**Job Summary: Senior Client Advisors are responsible for developing and maintaining relationships with clients in the private banking segment of UOB’s consumer banking franchise. The role holder will work closely with colleagues to understand clients’ needs and deliver exceptional service experience through tailored solutions. He/She must also identify business opportunities within his/her portfolio by upselling or cross-selling appropriate financial solutions to meet clients’ financial goals. Key Responsibilities: • Provide end-to-end personalized client relationship management services which include onboarding new clients, providing regular portfolio reviews, managing client enquiries, offering investment advisory services as well as succession planning for high net worth individuals • Identify business opportunities within your portfolio by upselling or cross-selling appropriate financial solutions to meet clients’ financial goals • Deliver exceptional customer experience by understanding clients’ needs and preferences • Ensure compliance with all relevant policies and procedures • Keep abreast of market trends and developments to enhance product knowledge • Participate in ad hoc projects as assigned by Head of PB Clients & Markets Qualifications: • Bachelor's degree in Business Administration, Finance, Economics or equivalent • At least 7 years of experience in wealth management, investment banking, asset management or private banking • Experience working with ultra-high net worth clients is preferred • Strong interpersonal skills with the ability to establish rapport quickly and build long-lasting relationships • Demonstrated leadership capability, sound judgement and strong organizational skills • Excellent communication skills (both written and verbal) in English and Mandarin • Proactive, self-motivated and able to take initiative • Confident and articulate when dealing with senior stakeholders both internally and externally • Ability to multi-task and manage competing priorities • Proficient in MS Office applications including Word, Excel and PowerPoint## **Additional Requirements**Develop, Engage, Execute, StrategiseBe a Part of the UOB FamilyUOB 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.Apply now and make a Difference
- J-18808-Ljbffr UOB
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Client Advisor, Private Bank in Oklahoma City, OK vacancy
- UOB is seeking a Senior Client Advisor for its Private Bank division in Central Region. The role involves developing and maintaining relationships with high net worth clients, providing personalized services, and identifying business opportunities through financial solutions...SeniorPrivate
- Allica Bank, located in Massachusetts, is seeking a Relationship Manager to oversee a portfolio of SME customers. The ideal candidate... ...include onboarding support, pension contributions, a discretionary bonus scheme, and private health cover. #J-18808-Ljbffr Allica BankSeniorPrivateFlexible hours
$25 - $31.37 per hour
Bank of America in Massachusetts is seeking a Client Relationship Manager responsible for serving as the first point of contact for financial center clients. Key responsibilities include uncovering personal banking needs, managing client interactions, and providing exceptional...SeniorHourly pay- Senior Private Wealth Banker Location: Oklahoma City - OKC Areas of Interest: Wealth Management... ...Insurance services to high net worth clients and businesses. Team Culture We... ...directly related experience in credit/banking and/or 8-10 years of equivalent combination...SeniorPrivate
- ...Senior Investment Manager Location: Oklahoma City -... ...Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates... ...Inc. BOKF, NA operates banking divisions: Bank of... ...Financial has been helping clients achieve their financial... .... Consults with Wealth Advisors and/or Trust Officers (...SeniorPrivateLocal areaWorldwide
BOK Financial
Oklahoma City, OK2 days ago $120k - $138k
...financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities.... ..., and enjoy meaningful work! Senior Associate Position Summary Manage... ...bank’s senior credit officials, private equity Sponsors, company...SeniorPrivateWork experience placementInterim roleBank staffWork at office$127.9k - $291.9k
...by side with a range of clients from our most venerable... ...new entrants across Banking and Capital Markets, Wealth... .... EY's FSO EDGE Private practice provides comprehensive... ...responsibilities A Senior Services Manager in FSO... ...status as a trusted advisor to maintain and further...SeniorPrivateFull timePrivate practiceSummer holidayLocal areaFlexible hours- BOK Financial Corporation is seeking a Client Relationship Specialist III to help manage commercial banking portfolios. This role demands excellent interpersonal skills and offers a collaborative team culture. The ideal candidate has an Associate's Degree and 4 years of...Senior
$91.95k - $196.68k
...accounting, administration, investor record keeping, distribution and bank custody functions. You must also create and manage a strategic... ...Cross selling company products and services to existing clients Managing territory to maximize sales resources and revenue opportunities...SeniorLocal areaRemote workRelocationFlexible hours- ...Vice President and Senior Vice President, Real Estate and Construction About the Company Rapid-growing healthcare & aesthetics platform Industry Hospital & Health Care Type Privately Held, Private Equity-backed About the Role The Company is in search of a VP/SVP of Real...SeniorPrivate
Confidential
Oklahoma City, OK5 days ago - ...Strategy & Technology MidFirst Bank is seeking a senior treasury management leader... ...to modernize how business clients are onboarded, served, and... ...MidFirst’s commercial and private banking value proposition through... ...Serve as a strategic advisor on the use of technology to...Private
- Legacy Healthcare Services, Inc. is seeking a dedicated Physical Therapist to make a positive impact on senior patients' lives. In this role, you will provide individualized rehabilitative services and treatment programs as part of a collaborative team, ensuring each patient...SeniorPrivateMonday to Friday
- BOK Financial Corporation is seeking a Senior Private Wealth Banker in Oklahoma City. The role... ...financial services to high net worth clients. The ideal candidate should have a Bachelor... ...Finance and significant experience in banking. The role includes portfolio management...SeniorPrivate
- ...excellent benefits including 401(k), medical/dental/vision insurance, and opportunities for career advancement. We value our team members and are committed to a culture of innovation and personalized care for senior patients. #J-18808-Ljbffr Legacy Healthcare Services, Inc.SeniorPrivateMonday to Friday
- ...design and implement full stack AI architecture on public and private clouds. The role demands expertise in Agentic AI and Generative... ...solutions. Responsibilities include leading workshops to define client requirements, and documenting architectural designs. This position...SeniorPrivate
$125k - $215k
...001 Berkeley Research Group, LLC seeks a Senior Managing Consultant to drive performance... ...transformation while serving as the main contact for clients. The successful candidate will have 6-12... ...strong financial acumen, particularly in private equity contexts. A competitive salary...SeniorPrivate- ...organization focused on public safety and health initiatives is seeking a Senior Director of Health and Public Safety Initiatives. This individual will facilitate statewide initiatives, manage public-private partnerships, and ensure alignment across multiple workstreams....SeniorPrivateRemote work
- 6AM City, LLC is hiring a Transaction Advisory Services Tax Senior in Massachusetts. This role involves providing tax transaction advisory services for middle market companies and private equity investors. Candidates should have at least three years of taxation experience...SeniorPrivate
$105.56k - $247.9k
...advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared... ..., an opportunity has been created for a Senior Manager to join our high performing team... ...practice supports M&A activities of our Private Equity clients and strategic corporations...SeniorPrivateWork experience placementLocal areaRemote workCherry Bekaert
Oklahoma City, OK5 days ago$88k - $110k
...is seeking an experienced individual for a key role in managing client relationships and overseeing fund accountants in Massachusetts.... .... Ideal candidates should have over 10 years of experience in private equity or accounting, strong analytical skills, and effective leadership...SeniorPrivate- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will... ...’ success and the goals of the bank, while fostering a culture of diversity...
- ...we are committed to delivering exceptional client service while fostering a culture of diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will offer... ...teammates’ success and the goals of the bank, fostering a culture of diversity. Build...
$140k - $205k
...people save for a better today and tomorrow. Senior Associate General Counsel Job Description... ...Advisers Act of 1940, including Advisor Rules, operations and investment compliance... ...with the ERISA Regulations, and various private-sector employer-sponsored plans Strong background...SeniorPrivateFull timeSecond jobAscensus
Oklahoma City, OK2 days ago- Job Summary Flywheel Energy is a rapidly growing private oil and gas company focused on Building momentum where it matters. We are seeking a highly skilled Senior Accountant, Joint Interest Billing to join our Accounting team. This role is critical in managing joint interest...SeniorPrivate
- ...Description About the Role Lead multiple client engagements across corporate, partnership... ...Supervise and mentor tax staff, seniors, and managers across multiple engagements... ...Experience with high-growth clients, private equity-backed companies, or HNW individuals...SeniorPrivateRemote job
Solid Rock Recruiting LLC
Oklahoma City, OK8 days ago - ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of...
Chase
Oklahoma City, OK3 days ago - ...Senior Corporate AccountantOklahoma City, OKFIRM INTRODUCTIONFounded in 2010, Warwick Investment... ...Group is a SEC-registered investment advisor, managing funds that invest globally in... ...in the US and Europe investing across private equity funds, special purpose vehicles and...SeniorPrivateWork at officeWork from home
WARWICK INVESTMENT GROUP LLC
Oklahoma City, OK2 days ago - ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA... ...Management, Inc. BOKF, NA operates banking divisions: Bank of... ...supervising the sales activities of advisors as assigned. Other responsibilities... ...or Broker/Dealer in a senior role Thorough understanding...PrivateWork at office
- ...Senior Vice President of Sales About the Company Private equity-backed technology company focused on risk management and compliance within contractor networks... ..., a proven track record in selling to enterprise clients, and experience in leading international sales...SeniorPrivateFor contractors
- ...Senior Vice President of Operations About the Company A residential home services platform focused on technical trade services... ...branch-level execution. Industry Consumer Services Type Privately Held, Private Equity-backed About the Role The Company is...SeniorPrivate
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Advisor, Private Bank. Be the first to apply!
Related searches
- airport customer experience specialist Oklahoma City, OK
- customer support representative Oklahoma City, OK
- service person Oklahoma City, OK
- work from home customer service advisor Oklahoma City, OK
- e-commerce customer service representative Oklahoma City, OK
- client engagement specialist Oklahoma City, OK
- spanish customer service representative Oklahoma City, OK
- customer service representative entry level Oklahoma City, OK
- warehouse customer service representative Oklahoma City, OK
- food service sales representative Oklahoma City, OK