Digital Wealth Investment Advisor

UOB United Overseas Bank Limited

Singapore
Hybrid
8-12 years wealth management experience
Investment communications and storytelling
Hyper-personalized advisory narratives
The role operationalizes the shift from legacy rule-based advisory to a data-enhanced, propensity-driven engagement model

Job Summary

  • The role operationalizes the shift from legacy rule-based advisory to a data-enhanced, propensity-driven engagement model.
  • Candidates will translate CIO and IPS insights into hyper-personalized narratives that drive advisor adoption and client outcomes.
  • This position requires bridging specialist investment views with AI-generated content while maintaining strict governance and suitability standards.

Matching Summary

The role operationalizes the shift from legacy rule-based advisory to a data-enhanced, propensity-driven engagement model.

Skills & Requirements

Must-have

  • 8-12 years wealth management experience
  • Investment communications and storytelling
  • Hyper-personalized advisory narratives
  • GenAI content quality assurance
  • Suitability and governance compliance

Nice-to-have

  • CFA charterholder preferred
  • Chinese language proficiency
  • Collaborative hybrid human-machine workflow
  • Strong analytical mindset
  • Experience with CIO/IPS collaboration

Key Requirements

  • 8-12+ years in Wealth or Asset Management
  • CFA charterholder strongly preferred
  • Chinese language proficiency preferred
  • Singapore CMFAS licenses (M1B, M5, M6A, M6, M8A, M8)
  • CACS 1 Paper 1 and Paper 2 certifications

Work Rights

Not specified

Tailored Resume

Cover Letter