United Overseas Bank Ltd (UOB)

AVP, Investment Advisor (Private Bank)

United Overseas Bank Ltd (UOB) | Date Posted: 8-Feb-2019
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Job Description

Job Responsiblities

  • Responsible for providing investment advise to relationship managers and high net worth clients, and administration of assigned clients.
  • Administer assigned client accounts and identify investment opportunities for high net worth clients.
  • Required to assess clients’ risk appetite, investment preference and return expectations and offer appropriate investment solutions
  • Offer private banking products and quality investment services within guidelines, and provide up-to-date key market information to relationship managers and (ultra) high net worth clients.
  • Perform periodic review and monitor account status.

Job Requirements

A. Personal and Social

  • Ability to socialise/communicate with people from all spectrum
  • Genuine and sincere in wanting to help others
  • Approachable
  • Team player as well as ability to function independently

B. Professional and Technical

  • Good financial degree 
  • 5-8 years of relevant experience, preferably in Private Banking
  • Strong knowledge on multi asset classes and investment products such as equity, bonds, funds and structured products, etc.
  • Strong communication skills.
  • VBA/Excel skills
  • Certification in CFA preferred
  • Excellent English language skills, oral and written.
  • Business Mandarin will be an advantage to liaise with China counterparts.
Company Overview
United Overseas Bank Ltd (UOB)