Digital Wealth Investment Advisor

UOB

Singapore, Central Region, Singapore
Hybrid
Digital investment advisory expertise
Hyper-personalized client communication
Collaboration with cio and ips teams
The role transforms CIO and IPS insights into hyper-personalized, timely, high-impact communication that increases penetration of House recommendations and drives advisor adoption

Job Summary

  • The role transforms CIO and IPS insights into hyper-personalized, timely, high-impact communication that increases penetration of House recommendations and drives advisor adoption.
  • You will ensure all client-facing advisory outputs generated from AI/ML recommendations deliver a personalized and engaging wealth advisory experience while maintaining accuracy and alignment with the Bank’s House View.
  • This position involves significant editorial responsibility in collaboration with AI Engineering to fine-tune generative AI outputs for investor archetypes and different communication channels.

Matching Summary

The role transforms CIO and IPS insights into hyper-personalized, timely, high-impact communication that increases penetration of House recommendations and drives advisor adoption.

Skills & Requirements

Must-have

  • Digital investment advisory expertise
  • Hyper-personalized client communication
  • Collaboration with CIO and IPS teams
  • Advisory narrative crafting
  • Governance and suitability controls
  • Content quality assurance for GenAI outputs

Nice-to-have

  • Hybrid human-plus-machine workflow
  • Collaborative cross-functional teamwork
  • Structured and meticulous working style

Key Requirements

  • 8–12+ years in Wealth or Asset Management
  • Strong investment communications track record
  • Chinese language proficiency preferred
  • CFA charterholder strongly preferred
  • CACS 1 and 2 certifications Singapore
  • CMFAS M1B, M5, M6A, M6, M8A, M8 certifications Singapore

Work Rights

Not specified

Tailored Resume

Cover Letter