Current jobs related to Product Specialist, Private Wealth Management - Singapore - UOB KAY HIAN PRIVATE LIMITED

  • Wealth Manager

    1 week ago


    Singapore DH Wealth Management Pte Ltd Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Wealth Manager

    1 week ago


    Singapore DH WEALTH MANAGEMENT PTE. LTD. Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...


  • Singapore Prestige Wealth Full time

    Position Overview: We are seeking seasoned ex-bankers and insurance agents with a proven track record in sales to join our dynamic team as Private Wealth Directors. This is a salaried position starting at SGD 10,000 per month, with the potential for significant performance-based incentives. The role is centered on sales, with a focus on delivering...


  • Singapore Sloane Shorey Consulting Full time

    Posted by: - Sam Dakin- Managing DirectorView profile & contact Exciting and rewarding career pivot available for a Mandarin-speaking private banker or wealth manager. The hiring firm is looking for an experienced wealth management specialist to train staff on various topics including the industry, regulations, asset classes and investments. This is a great...


  • Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for youIn this exciting role, you will play a...


  • Singapore Goldman Sachs Full time

    **PWM** Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience,...


  • Singapore beBee Careers Full time

    Key ResponsibilitiesManage the Private Wealth IR Inbox, ensuring all investor queries are responded to within 24 hours.Develop a thorough understanding of Coller funds, including financial reports, underlying investments, and our bespoke financial system.Support ongoing coordination with Private Wealth platforms and distribution partners.Produce valuation...


  • Singapore MOOMOO FINANCIAL SINGAPORE PTE. LTD. Full time

    **Responsibilities** - Receive Private Wealth sales pipeline from multiple channels, mainly digitally from marketing activities, and conduct efficient conversion into private wealth clients. - Develop and implement strategic initiatives to help private wealth marketing team to expand leads funnels, including but not limited to supporting from private wealth...


  • Singapore NodeFlair Full time

    **Job Summary**: **Salary** S$10,000 - S$20,000 / Monthly **Job Type** **Seniority** Mid **Years of Experience** At least 4 years Our teams of engineers build solutions to solve the most complex problems. We develop cutting-edge systems and processes that form the core of our key business and enable transactions to move in milliseconds. We provide...


  • Singapore NodeFlair Full time

    **Job Summary**: **Salary** S$12,000 - S$24,000 / Monthly **Job Type** **Seniority** Director **Years of Experience** At least 6 years Our teams of engineers build solutions to solve the most complex problems. We develop cutting-edge systems and processes that form the core of our key business and enable transactions to move in milliseconds. We provide...

Product Specialist, Private Wealth Management

2 weeks ago


Singapore UOB KAY HIAN PRIVATE LIMITED Full time

As a Product Specialist within the Private Wealth Management department, you will be responsible for:

- Executing (pre
- and post-trade included) a range of financial products including equities, structured products and fixed income instruments.
- Working closely with our Advisors to suggest holistic investment solution to meet client’s investment objectives.
- Coordinating with other businesses of the group, to market and build new channels for the distribution of products.
- Any other ad-hoc tasks that may be assigned from time to time.

**Requirements**:

- Bachelor's Degree in Business, Accountancy, Banking and Finance or equivalent
- Certification in CMFAS M1A, M5, M6 and M6A will have an added advantage
- Minimum 3 years of experience in the banking / stockbroking industry
- Good understanding of financial markets and products
- Analytical mind and sensitive to financial market trends
- Effective communication and interpersonal skills
- Independent, organised and able to multi-task
- Demonstrated collaborative skills and team work
- Driven and committed to service excellence