United Overseas Bank Ltd (UOB)

First VP, Investment Strategist Team Lead

United Overseas Bank Ltd (UOB)| Date Posted: 31-May-2020
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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 — 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

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.

Job Responsibilities

•         Principal communicator of investment strategy and market insights in a timely manner across Singapore and regional countries 

•         Build and raise awareness of UOB PFS’ Wealth Management expertise both internally and externally

•         Develop & implement frameworks/tools to identify market opportunity ideas for discussion in investment committee 

•         Active participation in the investment committee to curate and communicate investment ideas internally to the sales force and externally to clients. 

•         Drive structure advisory engagement in form of investment advisory tools, scaling up frontliners skillset, construction of research-based methodology to manage wealth portfolio

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
•         At least 10 years of  experience in investment advisory, preferably in the capacity of a analyst role or in an asset management environment
•         Eloquent in public speaking as well as written communication to address investment ideas and solution
•         Capacity to construct & structure investment process to identify market potential and risk

Be a part of UOB Family

Apply now and make a difference.

Company Overview
United Overseas Bank Ltd (UOB)