Director, Portfolio Solutions

UOB Kay Hian; Singapore; On-site; SGD 180,000 - 300,000; Full time

Benefits offered by this job

Health insurance

Job summary

UOB Kay Hian is seeking an experienced wealth management sales professional in Singapore to market and distribute Model Portfolios to affluent clients, family offices and corporate accounts. You will work closely with sales advisers to position Model Portfolios as core portfolio solutions and conduct client presentations to explain construction, risk, and rationale.

You will develop new client opportunities, deepen relationships, and collaborate with investment and product teams to deliver

Qualifications

• Degree in Finance, Business, or a related discipline.
• 10–12 years of wealth management sales or asset management experience.
• Proven sales track record with client acquisition and relationship management.
• Comfortable with proactive prospecting and cold calling.
• Able to explain investment ideas clearly to non-specialist clients.
• Working knowledge of asset allocation, diversification, and portfolio risk concepts.
• Fluent in English; conversational Mandarin preferred.

Responsibilities

• Market and distribute Model Portfolios to affluent clients, family offices, associations, and corporate clients.
• Work closely with sales advisers to position Model Portfolios as core portfolio solutions.
• Conduct client presentations and product briefings to explain portfolio construction, risk profiles, and investment rationale.
• Develop new client opportunities and deepen existing relationships.
• Collaborate with investment and product teams to provide holistic wealth solutions to clients.

Job description

• Market and distribute Model Portfolios to affluent individuals, family offices, associations, and corporate clients
• Work closely with sale advisers to position Model Portfolios as core portfolio solutions
• Conduct client presentations and product briefings to explain portfolio construction, risk profiles, and investment rationale
• Develop new client opportunities and deepen existing relationships
• Collaborate with investment and product teams to provide holistic wealth solutions to clients

Requirements

• Degree in Finance, Business, or a related discipline
• 10-12 years of relevant experience in wealth management sales or asset management
• Proven sales background with a strong record in client acquisition and relationship management
• Comfortable with proactive prospecting and cold calling
• Ability to explain investment ideas clearly to non-specialist clients
• Working knowledge (not specialist expertise) of asset allocation, diversification, and portfolio risk concepts
• Fluency in spoken and written English; conversational Mandarin preferred