Portfolio Counsellor

UOB

Central Region, Singapore
Wealth revenue management
Investment and treasury products
Customer relationship management
UOB is a leading bank in Asia with a global network

Job Summary

  • UOB is a leading bank in Asia with a global network.
  • The role involves managing and driving wealth revenue.
  • The bank promotes healthy saving and investment practices.

Matching Summary

UOB is a leading bank in Asia with a global network.

Skills & Requirements

Must-have

  • Wealth revenue management
  • Investment and Treasury products
  • Customer relationship management

Nice-to-have

  • Strong interpersonal skills
  • Coaching and mentoring abilities
  • Passion for investment business

Key Requirements

  • 5 years of experience in investment advisory
  • Professional certifications such as CFA or CFP
  • Relevant accreditation (M5, M8, M8A) preferred

Work Rights

Not specified

Tailored Resume

Cover Letter