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Open nowPosted today

Investment Advisor

UNITED OVERSEAS BANK LIMITED

Pay
SGD 14,000 – SGD 22,500 a Monthly
Where
Singapore
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Your applicationOpen nowInvestment AdvisorUNITED OVERSEAS BANK LIMITED · Singapore

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on UNITED OVERSEAS BANK LIMITED's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

12.4% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.4%7 days
  4. 20.0%14 days
  5. 35.5%30 days
  6. 58.6%60 days
This job: posted today

The posting

Tasks & Responsibility

Product Specialisation (Private Banking) - Investment Experts is responsible for providing expert advice and knowledge to clients, in conjunction with relationship managers, sales, advisory, and other client facing staff, in their product specialization. Private Banking covers activities related to delivering relationship management and customer service to wealthy clients. Functions include client team members, including relationship managers, portfolio managers, and product experts. The Investment Experts area is responsible for reviewing asset allocation models to ensure appropriateness for a client's situation, investment goals, and risk tolerance. Must understand the investment process, including mapping investments to asset allocation models, structuring portfolios, and analytics. Interacts with clients.

Wealth Management covers activities related to individual investors across a range of firm types, including private banks, retail and high net worth brokerages, multi-family offices, premier banks, registered investment advisory firms, and investor centers. Clients covered range from mass affluent through ultra high net worth.

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. CFA preferred

· 6-10 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

· Excellent English language skills, oral and written. Business Mandarin will be an advantage

Posting text belongs to the employer. Removal requests: contact us.

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  1. A CV for this posting

    Written against UNITED OVERSEAS BANK LIMITED's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on UNITED OVERSEAS BANK LIMITED's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

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