AVP, Portfolio Counselor (City Square), PFS
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About this role
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 Responsibilities
Manage and drive wealth revenue for Investment Products by assisting on Client Events, Tea Talks, Joint Sales Calls and giving unbiased product briefing to the Sales Team/Customers as and when required;
Provision of expertise and advisory to Sales Representatives and Customers on wealth related products;
Cross promote to grow key product portfolios;
Coaching of Sales Representatives on key features in Investment Products;
Enhance customer's overall investment experience by providing unbiased specialized expertise/views required in managing wealth related products;
Understand customer’s financial profile and needs to develop investment strategies to address and meets customer’s financial goals;
Adherence to Bank’s internal policies, business processes and regulatory requirements including compliance with related laws/Acts.
Job Requirements
6-8 years of experience in investment product advisory. Prior industry experience in asset management or treasury are preferred
Demonstrate an understanding of financial markets and investment products like mutual fund, structured products and other treasury products
Confident with excellent communication and presentation skills
Independent, self-motivated with strong sense of urgency
Quick learner with good problem-solving and analytical skills
Additional Requirements
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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