FVP, Investment Advisor (Private Bank)

United Overseas Bank
Jan 19, 2019
Feb 20, 2019
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Job Responsiblities
  • Responsible for providing investment advise to relationship managers and high net worth clients, and administration of assigned clients.
  • Administer assigned client accounts and identify investment opportunities for high net worth clients.
  • Required to assess clients' risk appetite, investment preference and return expectations and offer appropriate investment solutions
  • Offer private banking products and quality investment services within guidelines, and provide up-to-date key market information to relationship managers and (ultra) high net worth clients.
  • Perform periodic review and monitor account status.

Job Requirements
A. Personal and Social
  • Ability to socialise/communicate with people from all spectrum
  • Genuine and sincere in wanting to help others
  • Approachable
  • Team player as well as ability to function independently
B. Professional and Technical
  • Good financial degree
  • 5-8 years of relevant experience, preferably in Private Banking
  • Strong knowledge on multi asset classes and investment products such as equity, bonds, funds and structured products, etc.
  • Strong communication skills.
  • VBA/Excel skills
  • Certification in CFA preferred
  • Excellent English language skills, oral and written.
  • Business Mandarin will be an advantage to liaise with China counterparts.