Job Description

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.

Supporting all Private Bank SCAs in the markets covered in the various advisory centres, with a focus on North Asia and Asian markets as may be assigned by the Head of Wealth Planning
Advising on solutions independently, as well as in partnership with appropriate tax/legal advisors
Collaborating with UOB PB SCAs, product specialists and Bancassurance colleagues to provide holistic advice to clients for their estate planning, succession, family office structuring, asset protection and tax planning objectives
Making presentations to internal and external audiences for training and/or marketing purposes
Meeting the KPIs and targets set out by the Head of Wealth Planning - including direct personal targets for successful insurance referrals
Professional profile/ areas of expertise
Strong technical credentials in trust with a demonstrated proficiency for motivation, communication, planning and successful implementation
Broad base of financial skills relating to tax and estate planning
Direct working experience with professional advisors within their fields; well-connected in financial and professional communities
Excellent communication and presentation skills - verbal, written & listening
Diplomatic negotiating skills, flexible and consensus builder
Able to establish credibility and instill trust and confidence
Demonstrates commitment to and complete understanding of professional, legal and compliance standards
Enthusiastic self-starter. Shows high level of drive and energy, making contribution to the overall success of the Private Bank with conviction
STEP qualification, experience in a front office capacity working with high-net-worth individuals
Additional Requirements
Associate Degree - Accounting & Law
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.
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Skills Required