SVP/VP, Fund Advisor, Private Wealth
- Employer
- United Overseas Bank
- Location
- Singapore, Singapore
- Salary
- Competitive
- Closing date
- Jul 13, 2022
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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SVP/VP, Fund Advisor, Private Wealth
Posting Date: 28-Jun-2022
Location: SG
Company: United Overseas Bank Limited
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.
About the Department
UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business and investment services.
Job Responsibilities
Job Requirements
An ideal candidate would have 5 years experience in the asset or wealth management industry, a CFA Charterholder or a relevant business degree.
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.
Posting Date: 28-Jun-2022
Location: SG
Company: United Overseas Bank Limited
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.
About the Department
UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business and investment services.
Job Responsibilities
- To advise, market and educate on managed investment (Unit Trusts and Alternative Investment) strategies. The Fund advisor must have strong investment advisory skills to handhold clients through difficult situations and to identify and recommend portfolio solutions
- To be have deep expertise of managed investment (Unit Trusts and Alternative Investment) strategies and support Senior Client Advisors in their sales pitches and client portfolio reviews.
- To be effectively bilingual in Mandarin and English and have the ability service a wide range of clients across Asia, with an emphasis on North Asia.
- To be a strong and energetic communicator, making presentations to engage internal stakeholders and to external clients. Must be comfortable presenting to in person, in public speaking and on various online media platforms
- Collaborates with Senior Client Advisors to create customized proposals and quality solutions aligned with client's goals and objectives
- To be current and aware of the latest industry developments and regulatory trends
- Must be a team player and expect to work closely with the Managed Product Solutions team
Job Requirements
An ideal candidate would have 5 years experience in the asset or wealth management industry, a CFA Charterholder or a relevant business degree.
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.
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