AVP/VP1, Investment Advisory, Portfolio Counsellor

AVP/VP1, Investment Advisory, Portfolio Counsellor

United Chinese Bank
3-5 years
Not Specified

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 service by providing unbiased specialized expertise/views required in managing wealth related products
  • Understand customer's financial profile and needs to develop strategies to address and meets customer's requirements
  • Adherence to Bank's internal policies, business processes and regulatory requirements including compliance with related laws/Acts.


Job Requirements

  • 3-5 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


Be a part of 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.

Apply now and make a difference.

Founded by Datuk Wee Kheng Chiang, UOB was incorporated on 6 August 1935 as the United Chinese Bank; the change of name was effected in 1965. The Bank catered mainly to the Fujian community in its early years but over the past decades, UOB has grown in strength and stature.

Job Source : careers.uobgroup.com

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