Vp, Portfolio Counsellor
2 weeks ago
**Location**
Singapore, Central Singapore
**Job Type**
**Date Posted**
8 hours ago
Additional Details
**Job ID**
1258
**Job Views**
15
**Job Description**:
Roles & responsibilities
Roles & responsibilities:
- Partnership with Sales & Distribution to provide investment portfolio advisory and wealth conversations.
- Provision of expertise and advisory to sales representatives and Customers on Investment, Treasury products and portfolio advisory.
- Provide coaching and skills enhancements to enhance salesforce.
- Drive adoption of Portfolio Advisory Tracker and increase client engagements for portfolio reviewsJob Requirements
5-7 years of experienceGood experience in providing investment advice and solutionsGood grasp of macro insights, quality advisory and portfolio positioning.About the Department
The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.
Personal Financial Services
We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.Be a part of UOB Family
Tags
vp
portfolio
counsellor
privilege
reserve
personal
financial
services
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