Portfolio Counsellor , Personal Financial Services

United Overseas Bank
Apr 27, 2018
May 01, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job Responsibilities:
  • Manage and drive wealth revenue for Investment and Treasury products
  • Provision of expertise and advisory to sales representatives and Customers on wealth related products
  • Acquire new to wealth businesses for the Bank and minimise attrition of port to competitors
  • Cross sell and up sell to grow key product portfolio
  • Coaching of sales representatives weak in this product field
  • Enhance customer service by providing specialised expertise required in managing wealth related products
  • Understand customers' financial profile and needs to develop strategies for customer's requirements
  • Upholding of Bank's mission and core values
  • Adherence to Bank's internal policies, business processes and regulatory requirements including compliance with FAA and related Acts

Job Requirements:
  • A recognized tertiary education
  • Professional certifications such as Chartered Financial Analyst, Certified Financial Planner or other relevant international investment certifications, e.g. US series 6, etc, will be advantageous
  • 3-5 years of experience in investment advisory, preferably in the capacity of a banking sale professional or in an asset management environment
  • Passion for investment business
  • Strong interpersonal & coaching skills