Financial Professional

3 weeks ago


Singapore UOB KAY HIAN PRIVATE LIMITED Full time
Job Title:

Private Wealth Management Associate

UOB KAY HIAN PRIVATE LIMITED is seeking an experienced and skilled Private Wealth Management Associate to join their team. As a key member of the Products team, you will be responsible for managing client relationships, providing product recommendations, and ensuring seamless day-to-day operations.


Key Responsibilities:
  • Support Sales in client onboarding and account maintenance
  • Deliver comprehensive training programs on investing and asset classes
  • Specialize in financial products, including bonds, funds, structured products, and OTC derivatives
  • Become proficient in product management and client engagement
  • Complete training modules on investing and financial products
  • Support the Products team on day-to-day engagement and operation

Requirements:
  • Degree or Diploma holder
  • Major in Finance, STEM (Science, Technology, Engineering, Mathematics) or Accounting
  • 1-3 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)


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