AVP, Investment Advisor, Private Bank
- Employer
- United Overseas Bank
- Location
- Singapore
- Salary
- Competitive
- Closing date
- Mar 22, 2019
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
You need to sign in or create an account to save a job.
Job Responsiblities
Job Requirements
A. Personal and Social
- 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
- 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.
You need to sign in or create an account to save a job.
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert