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Financial Advisor at uobgroup

Type
Full-time
Level
not_specified

Description

The Financial Advisor will manage and provide financial advice to High Net Worth Individuals (HNWIs) to help them achieve their financial goals and strengthen client relationships. Key responsibilities include analyzing clients' financial needs, proposing suitable financial products, providing advice on financial planning and wealth management, carrying out accurate client account openings, monitoring investment performance, building strong client relationships, complying with bank policies and regulations, and participating in ongoing training.

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