Director, Private Wealth Management

3 weeks ago


Singapore UOB KAY HIAN PRIVATE LIMITED Full time
Roles & Responsibilities

Main Responsibilities but not limited to:

  • With an established network of South East Asia High Net Worth client base
  • Develop and acquire new clients through prospecting and leveraging on the firm's networks, platform and services
  • Provide investment advisory to High Net Worth clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile
  • Ensure clients’ compliance with the Company and industry rules and regulations

Requirements:

  • Certified in CMFAS Modules 1A, 5, 6 (or equivalent certification), 6A and 8A will be required
  • Sales-driven and strong desire to achieve
  • Ability to work independently
  • Proficient in Vietnamese will be an added advantage
  • Possess good interpersonal and communication skills

Tell employers what skills you have

Wealth Management
Investment Advisory
Investment Strategies
Ability To Work Independently
Financial Planning
Interpersonal Skills
Wealth
Investment Management
Compliance
Emotional Intelligence
Communication Skills
Financial Advisory
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