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UOB United Overseas Bank Limited is seeking an AVP, Investment Portfolio Counsellor in Singapore to manage wealth revenue through advisory services and customer relationship management. The ideal candidate will have a strong background in investment advisory, relevant certifications, and excellent interpersonal skills to drive sales and enhance customer satisfaction.
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Job Summary
The role involves managing wealth revenue by driving investment and treasury product sales while providing expert advisory to both customers and sales representatives.
Candidates are expected to acquire new wealth businesses, achieve individual sales targets, and minimize client attrition through a consultative approach.
The position requires adherence to strict regulatory compliance including FAA acts and specific CMFAS accreditation rules.
Matching Summary
Match Score: 75
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UOB United Overseas Bank Limited is seeking an AVP, Investment Portfolio Counsellor in Singapore to manage wealth revenue through advisory services and customer relationship management. The ideal candidate will have a strong background in investment advisory, relevant certifications, and excellent interpersonal skills to drive sales and enhance customer satisfaction.
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Skills & Requirements
Must-have
Manage and drive Wealth revenue
Provide expertise to sales representatives
Achieve individual sales performance targets
Cross sell and up sell investment products
Coach sales representatives on weak areas
Retain high net worth customers
Nice-to-have
Strong interpersonal and coaching skills
Passion for investment business
Proactive participation in marketing events
Consultative approach to sophisticated demands
Key Requirements
5 years experience in investment advisory or banking sales