Investment Portfolio Counsellor

UOB United Overseas Bank Limited

Singapore
Manage and drive wealth revenue
Provision of expertise and advisory
Acquire new to wealth businesses
The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs, helping them manage their money wisely and meet their financial goals

Job Summary

  • The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs, helping them manage their money wisely and meet their financial goals.
  • Responsibilities include managing and driving wealth revenue, providing expertise and advisory on wealth products, acquiring new wealth businesses, and achieving sales targets.
  • The role requires adherence to bank policies, business processes, and regulatory requirements, including compliance with FAA and related Acts.

Matching Summary

The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs, helping them manage their money wisely and meet their financial goals.

Skills & Requirements

Must-have

  • Manage and drive Wealth revenue
  • Provision of expertise and advisory
  • Acquire new to wealth businesses
  • Achieving individual sales targets
  • Enhance Customer Satisfaction and Retention
  • Understand customers’ financial profile and needs

Nice-to-have

  • Attentive customer care
  • Consultative approach
  • Passion for investment business
  • Work as one team

Key Requirements

  • 5 years of experience in investment advisory
  • Professional certifications advantageous
  • Possess relevant accreditation (M5, M8, M8A) preferred
  • CMFAS certifications required for Singapore

Work Rights

Not specified

Tailored Resume

Cover Letter