Digital Wealth Investment Advisor

UOB United Overseas Bank Limited

Singapore
Hybrid
Investment advisory across private bank
Data-enhanced engagement model
Hyper-personalized communication
UOB is seeking a Digital Wealth Investment Advisor to enhance digital investment advisory services within its Private Bank. The role focuses on transforming investment insights into personalized communication for clients while collaborating with various teams to ensure effective advisory narratives and governance

Job Summary

  • The Investment Products & Solutions division is seeking a Digital Wealth Investment Advisor to define and elevate the craft of digital investment advisory across the Private Bank.
  • This role operationalizes a shift to a data-enhanced, propensity-driven engagement model, transforming insights into hyper-personalized, timely, high-impact communication.
  • You will uphold and refine the governance framework for digital advisory outputs, ensuring all expressions of the House View meet suitability, conduct, and compliance standards across markets.

Matching Summary

Match Score: 85

UOB is seeking a Digital Wealth Investment Advisor to enhance digital investment advisory services within its Private Bank. The role focuses on transforming investment insights into personalized communication for clients while collaborating with various teams to ensure effective advisory narratives and governance.

Skills & Requirements

Must-have

  • investment advisory across Private Bank
  • data-enhanced engagement model
  • hyper-personalized communication
  • advisor adoption and client outcomes
  • investment communications and storytelling
  • bridging quantitative signals with judgment

Nice-to-have

  • client satisfaction and open rates
  • business acquisition and AUM growth
  • deepen client wealth portfolios
  • structured feedback loops
  • collaborative across teams

Key Requirements

  • 8-12+ years in Wealth or Asset Management
  • Chinese language proficiency
  • CFA charterholder
  • CACS 1, CACS 2, CMFAS M1B, M5, M6A, M6, M8A, M8 certifications

Work Rights

Not specified

Tailored Resume

Cover Letter