First Vp/ Vp, Wealth Advisory, Personal Financial

3 days ago

Central Singapore Emprego SG Full time

**Location**

Singapore, Central Singapore

**Job Type**

Permanent

**Date Posted**

4 hours ago

Additional Details

**Job ID**

1752

**Job Views**

2

Job Responsibilities
- Creation of advisory content and format to drive compelling proof points that showcase our wealth advisory expertise. To deliver:

- Content Curation for Wealth Content Hub (Types of content include these categories - Financial Planning / Investment Concepts)
- Collaborate with external fund house and investment banks to generate ideas and wealth solutions on a timely and succinct manner that speaks to both and external users consumers demands
- To work with GRM and formulate publication that best capture audience interest.
- Comms include: Feature on website (wealth content hub) / EDMs to clients / paid content pieces on social media etc. (Marketing to come up with the calendar line up and budget allocations for this)
- Creating and monitoring end-to-end journey for clients to lead through to relevant contact points (Either product/advisory/solutions)Job Requirements
- Min 3 years of relevant working experience, in a financial institution with relevant experiences in wealth investment advisory or related investment specialization
- Skills and knowledge in the areas of Financial Planning, Investment Portfolio Construction and Management.
- Broad in-depth expertise in multi-assets investment solutions and financial markets
- Broad understanding of financial services, product solutions and all aspects of planning strategies and concepts.
- Client-centric skills including excellent interpersonal, verbal and written communication skills.
- Based on product type, specific licensing may be required (e.g. CFMAS series)
- Proficient with Bloomberg, Excel and PowerPointAbout 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

first

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vp

wealth

advisory

personal

financial

services

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