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 wealth related products.
- Acquire new to wealth businesses for the Bank

2. Sales Performance Targets
- Responsible for achieving individual targets
- Cross sell and Up sell to grow key new to wealth and new to product portfolio
- Minimise attrition of port to competitors
- Coaching of sales representatives weak in this product field

3. Enhance Customer Satisfaction and Retention
- Enhance customer service by providing specialised expertise required in managing wealth related products.
- Understand customers’ financial profile and needs to develop strategies for customers requirements
- Retain high net worth customers through attentive customer care and consultative approach sophisticated demands

4. Sales-Related Activities
- Conduct market updates and briefings
- Conduct regular product and selling workshops
- Proactive participation in Customer workshops, seminars and marketing events
- Participation in the UOB’s Sales Leaders Activities.

5. Compliance
- Acquire all the necessary qualifications and & credentials
- Upholding of Bank’s mission and core values
- Adherence to Bank’s internal policies, business processes and regulatory requirements including compliancewith FAA and related Acts.Job Requirements

Tertiary Education and relevant CMFAS qualification.Minimum 5 years in an investment advisory space
- covering CIS/Fixed income/Structured Notes and othertreasury products.Predominantly global multi-asset coverage, with a focus on main markets like US/China/Japan/Eurozone/Asia.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

banking

personal

financial

services

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