Assistant Vp, Portfolio Analyst

Singapore, Singapore

Job Description





About UOB


United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values \xe2\x80\x93 Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

About the Department


UOB Private Bank
is dedicated to managing the wealth of high-net-worth individuals with investment assets of$5million and above. Keeping in mind our clients\xe2\x80\x99 financial objectives, we provide tailored products and solutions that draw on the Group\xe2\x80\x99s comprehensive suite of personal, business and investment services.

Job Responsibilities



To support the Wealth Portfolio Advisory team in carrying out the following:

  • Manage and drive Wealth revenue that includes Investment and Treasury products
  • Provide expertise and advisory to sales representatives and Customers on wealth related products
  • Acquire new to wealth businesses for the Bank
  • Sales-Related Activities
  • Conduct market updates and briefings
  • Conduct regular product and selling workshops
  • Proactive participation in Customer workshops, seminars and marketing events



Job Requirements


  • A recognized tertiary education
  • Professional certifications such as Chartered Financial Analyst, Certified Financial Planner or other relevant international investment certifications, e.g.US series 6, etc, will be advantageous
  • 3-5 years of experience in investment advisory, preferably in the capacity of a banking sale professional or in an asset management environment
  • Passion for investment business
  • Strong interpersonal & coaching skills



Be a part of UOB Family


UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate\'s age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

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Job Detail

  • Job Id
    JD1273826
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned