Vp, Portfolio Counsellor

2 hours ago

Central Singapore Emprego SG Full time

**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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