Investment Advisor

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

A leading bank in Asia is seeking an experienced Investment Advisor to build relationships with high-net-worth clients. Responsibilities include managing client portfolios and providing customized investment strategies. The ideal candidate will have a Bachelor's degree in Finance or a related field, 5+ years of experience, and strong communication skills. This role offers a competitive compensation package in a dynamic environment.

Qualifications

• Minimum of 5 years of experience in investment advisory or related role.
• Proven track record of managing client relationships effectively.
• Strong understanding of financial markets and investment products.

Responsibilities

• Develop and manage a portfolio of high-net-worth clients.
• Conduct comprehensive financial analyses for clients.
• Propose and implement customized investment strategies.

Skills

Relationship management

Financial analysis

Investment strategies

Market knowledge

Communication skills

Education

Bachelor's degree in Finance, Economics, or Business Administration

CFA or CFP designation

Tools

Bloomberg

Refinitiv Eikon

Job description

Overview

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.

Job Description

Investment Advisor, United Overseas Bank Ltd

Job Summary:

As an Investment Advisor at United Overseas Bank Ltd, you will be responsible for building and maintaining strong relationships with high-net-worth clients, providing expert financial advice, and developing tailored investment strategies to help them achieve their financial goals.

Responsibilities

• Develop and manage a portfolio of high-net-worth clients, identifying their financial needs and objectives.
• Conduct comprehensive financial analyses, including risk assessments, financial planning, and investment suitability evaluations.
• Propose and implement customized investment strategies across a diverse range of financial products, including equities, fixed income, mutual funds, and structured products.
• Monitor client portfolios regularly, providing performance reviews and recommending adjustments as market conditions or client circumstances change.
• Stay abreast of market trends, economic conditions, and regulatory changes to provide informed and timely advice.
• Collaborate with internal product specialists, wealth planners, and other relevant departments to deliver holistic financial solutions.
• Adhere to all regulatory requirements and internal compliance policies, ensuring ethical and responsible client service.
• Actively participate in business development activities, including client acquisition and referrals.
• Prepare and present clear and concise financial reports and proposals to clients.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. CFA or CFP designation is highly preferred.
• Minimum of 5 years of experience in investment advisory, wealth management, or a related client-facing financial role, preferably within a reputable financial institution.
• Proven track record of success in managing client relationships and achieving sales targets.
• Strong understanding of financial markets, investment products, and wealth management principles.
• Excellent analytical, problem-solving, and decision-making skills.
• Exceptional communication, interpersonal, and presentation skills, with the ability to build rapport and trust with sophisticated clients.
• Proficiency in financial software and tools (e.g., Bloomberg, Refinitiv Eikon, portfolio management systems).
• Ability to work independently and as part of a team in a fast-paced environment.
• Relevant regulatory licenses and certifications as required by local financial authorities.

Additional Requirements

CACS 1 - Client Advisor Competency Standards Paper 1 - Singapore, CACS 2 - Client Advisor Competency Standards Paper 2 - Singapore

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

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