Product Associate
2 weeks ago
As a Product Associate at UOB KAY HIAN PRIVATE LIMITED, you will be responsible for immersing in hands-on experience in private wealth management. This role involves client onboarding and account maintenance, as well as learning about investing and asset classes through comprehensive training programs. You will specialize in financial products including bonds, funds, structured products, and OTC derivatives, and become proficient in product management and client engagement.
Key Responsibilities
- Complete training modules on investing and financial products
- Support Sales on day-to-day tasks including client inquiries, account opening and review, and completing relevant documentation requirements
- Support the Products team on day-to-day engagement and operation, including product design and pricing, product lifecycle management, product performance and portfolio review, and product due diligence
- Participate in Products team ad-hoc projects
Requirements
- Degree or Diploma holder
- Major in Finance, STEM, or Accounting is a plus
- 1-2 years of relevant experience
- Strong analytical skills and attention to detail
- A passion for financial markets, investment strategies, and client service
- Effective communication and interpersonal skills
- Fluency in English and Chinese (Mandarin or Cantonese) is required for effective communication with clients
What We Offer
- Opportunities for professional growth and development
- A dynamic and supportive work environment
- Competitive salary and benefits package
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