Svp/vp, Fund Advisor, Private Wealth

5 days ago

Central Singapore Emprego SG Full time

**Location**

Singapore, Central Singapore

**Job Type**

Permanent

**Date Posted**

1 hour ago

Additional Details

**Job ID**

8639

**Job Views**

3

Job Responsibilities

To advise, market and educate on managed investment (Unit Trusts and Alternative Investment) strategies. The Fund advisor must have strong investment advisory skills to handhold clients through difficult situations and to identify and recommend portfolio solutions

To be have deep expertise of managed investment (Unit Trusts and Alternative Investment) strategies and support Senior Client Advisors in their sales pitches and client portfolio reviews.

To be effectively bilingual in Mandarin and English and have the ability service a wide range of clients across Asia, with an emphasis on North Asia.

To be a strong and energetic communicator, making presentations to engage internal stakeholders and to external clients. Must be comfortable presenting to in person, in public speaking and on various online media platforms

Collaborates with Senior Client Advisors to create customized proposals and quality solutions aligned with client’s goals and objectivesTo be current and aware of the latest industry developments and regulatory trendsMust be a team player and expect to work closely with the Managed Product Solutions teamJob Requirements

About the Department

UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients’ financial objectives, we provide tailored products and solutions that draw on the Group’s comprehensive suite of personal, business and investment services.Be a part of UOB Family

Tags

svpvp

fund

advisor

private

wealth

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