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Product Specialist

2 weeks ago

Singapore UOB KAY HIAN PRIVATE LIMITED Full time

**Main Responsibilities**
- Act as an investment advisor to support Salespeople with a focus on fund products
- Recommend specific fund products to sales based on sales and clients’ demand including exit and switching recommendations
- Identify suitable fund products to add to the product universe to improve our offering efficiently
- Propose portfolio solution based on fund products
- Conduct seminars and sales meetings to educate sales on fund products including selling techniques and fund performance review
- Work closely with the relevant back office departments to enhance the distribution and execution platform
- Any other tasks that may be assigned from time to time

**Requirements**:

- Bachelor's Degree with a strong command of English
- 5-10 years of experience in advising sales and clients on funds
- Solid experience in wealth management or fund management industry
- Proficiency in Cantonese is a must, to liaise with Cantonese-speaking counterparts.
- Strong presentation skills and writing skills
- Other professional qualifications such as CFA would be plus