Vp, Portfolio Counsellor

23 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

  • Vp, Portfolio Counsellor

    2 days ago

    Central Singapore Emprego SG Full time

    **Location** Singapore, Central Singapore **Job Type** **Date Posted** 2 hours ago Additional Details **Job ID** 1240 **Job Views** 1 **Job Description**: Job Responsibilities 1. Purpose - Manage and drive Wealth revenue - This includes Investment and Treasury products - Provision of expertise and advisory to sales representatives and Customers on...

  • SVP / VP, Investment Counsellor (Europe & Central Asia Markets), Private Banking, Consumer Bank

    4 days ago

    Singapore DBS Bank Full time

    SVP / VP, Investment Counsellor (Europe & Central Asia Markets), Private Banking, Consumer Banking Group Join to apply for the SVP / VP, Investment Counsellor (Europe & Central Asia Markets) role at DBS

  • Associate Counsellor/counsellor

    6 days ago

    Singapore Kaplan Higher Education Academy Pte Ltd Full time

    COMPANY DESCRIPTION Kaplan is one of the world's largest and most diverse education providers with over one million students globally. Headquartered in US, Kaplan is part of Graham Holdings (formerly The Washington Post Company) and is its largest subsidiary. Kaplan in Singapore has students from over 35 countries and regions. As a Lifelong Integrated...

  • Child Counsellor

    1 day ago

    Singapore Mindfulbear Full time

    Child Counsellor (Up to $3,700 plus incentives) Join to apply for the Child Counsellor (Up to $3,700 plus incentives) role at Mindfulbear Child Counsellor (Up to $3,700 plus incentives) 5 days ago Be among the first 25 applicants Join to apply for the Child Counsellor (Up to $3,700 plus incentives) role at Mindfulbear Get AI-powered advice on this...

  • Investment Counsellor

    5 days ago

    Central Singapore Emprego SG Full time

    **Location** Singapore, Central Singapore **Job Type** Permanent **Salary** $10,000 - $12,000 Per Month **Date Posted** 2 hours ago Additional Details **Job ID** 34132 **Job Views** 1 Roles & Responsibilities **If you are looking to excel, take a closer look at us.** **The incumbent is required to work closely with Private Wealth Management’s...

  • Vp, Secured Portfolio Management, Group Retail

    5 days ago

    Central Singapore Emprego SG Full time

    **Location** - Singapore, Central Singapore**Job Type** - Permanent**Date Posted** - 3 hours agoAdditional Details **Job ID** - 112947**Job Views** - 1- Job Responsibilities - Reporting to the Head of Secured/Unsecured Portfolio Management, you will be responsible for: - Support business decisions through customer segmentation, acquisition targeting and...

  • Counsellor

    3 days ago

    Singapore Montfort Care Full time

    COMPANY DESCRIPTION Montfort Care is a Social Service Agency (SSA) founded by Samuel Ng, BBM in 1998, committed to improving the lives of individuals, families, and the community facing transitional challenges through our network of services and programmes. Since its inception, Montfort Care has been guided by one purpose, that from St Louis-Marie de...

  • VP, FX Advisor, Private Banking, Consumer Banking Group

    1 week ago

    Singapore DBS Bank Full time

    VP, FX Advisor, Private Banking, Consumer Banking Group Join to apply for the VP, FX Advisor, Private Banking, Consumer Banking Group role at DBS Bank VP, FX Advisor, Private Banking, Consumer Banking Group 1 month ago Be among the first 25 applicants Join to apply for the VP, FX Advisor, Private Banking, Consumer Banking Group role at DBS Bank You will...

  • Dpm Portfolio Manager

    1 week ago

    Singapore Bank of Singapore Full time

    DPM Portfolio Manager (AVP/VP) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we...

  • Dpm Portfolio Manager

    1 week ago

    Singapore Bank of Singapore Full time

    DPM Portfolio Manager (AVP/VP) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we...