UOB Kay Hian Pte Ltd

Product Specialist

UOB Kay Hian Pte Ltd| Date Posted: 25-Mar-2020
Save Job
Job Nature:
Permanent
Position Level:
Experienced
Qualification:
Bachelor's / Honours

Job Description

 

Responsibilities

  • Recommend a range of wealth management products (Unit Trusts) to fulfill Clients’ needs
  • Service Clients acquired by the company’s lead generation capabilities
  • Know your Clients' needs and keep abreast of investment market trends
  • Deliver effective and efficient support to Clients
  • Provide answers and give financial advice to Clients about their financial plans and strategies
  • Prepare or interpret risk profiles/financial objective reports and investment performance reports for Clients
  • Conduct continuing education for Trading Representatives on Unit Trusts, investment basics, allocation strategies etc

Requirements

  • Degree in Banking and Finance or equivalent
  • Candidate should have 3-5 years of experience (preferably with experience working in bank) in the capacity as an investment consultant or a unit trust product manager or similar role
  • Good analytical and problem-solving skill
  • Ability to assess and interpret economic data

 

Company Overview
UOB Kay Hian Pte Ltd