Financial Professional
3 weeks ago
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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