Investment Advisor, Private Bank

2 weeks ago


Singapur, Singapore United Overseas Bank Full time

About the Role

We are seeking a skilled Investment Advisor to join our Private Bank team. As an Investment Advisor, you will be responsible for managing the wealth of high-net-worth individuals with investment assets of $5 million and above.

Key Responsibilities

  • Attend to Relationship Managers' queries on all equity matters in a timely and professional manner.
  • Work with Relationship Managers to produce quality Investment Proposals & Portfolio Reviews.
  • Prepare tailor-made Equity/structured products solutions for end clients.
  • Able to make presentations to marketing platforms.
  • Achieve revenue income and increase business volume to meet annual targets.
  • Provide research and stock ideas.
  • Responsible for assigned sector coverage in global equities markets and generate investment ideas.
  • Contribute to the overall investment strategy for the firm.
  • Conduct fundamental stock research and macro analysis.

Requirements

  • Ability to socialize/communicate with people from all spectrums.
  • Genuine and sincere in wanting to help others.
  • Approachable.
  • Team player as well as ability to function independently.
  • Good financial degree. CFA preferred.
  • 5-8 years of relevant experience, preferably in Private Banking.
  • Strong communication skills.
  • VBA/Excel skills.
  • Excellent English language skills, oral and written.


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