Vice President, Client Advisor, Private Bank job at UNITED OVERSEAS BANK LIMITED West Islip, NY, US

Job Description

Job Responsibilies:

Source for and acquire new clients within market and refer potential clients to other marketing teams or other segments within the bank.
Provide appropriate insurance & investment solutions to clients based on their needs and risk profiles.
Responsible for striving towards the Asset Under Management (AUM) growth and revenue generation.
Ensuring all transactions are strictly compliant with audit and statutory guidelines.

Job Requirements:

Bachelor's degree with at least 8 years of relavant experience.
Proven track record in the private banking business
Sound product knowledge
Good understanding of compliance and regulatory requirements.
Excellent interpersonal and communication skills.
Team player and able to collaborate with the product team, support team, and other banking divisions to acquire clients.

#J-18808-Ljbffr UNITED OVERSEAS BANK LIMITED

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