Investment Advisor

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 140,000 - 240,000; Full time

Job summary

UNITED OVERSEAS BANK LIMITED is seeking a Product Specialist in Private Banking with 6–10 years of experience to provide expert advice to wealthy clients. You will work with relationship managers, sales and advisory staff to map investments to asset allocation models and structure diversified portfolios.

Strong knowledge of multi-asset classes, investment products, and Excel VBA is required, with English fluency and Mandarin as a plus.

Qualifications

• Finance degree required; CFA preferred.
• 6–10 years of relevant experience in Private Banking.
• Strong knowledge of multi-asset classes and investment products (equity, bonds, funds, structured products).
• Excellent written and spoken English; Mandarin is an advantage.

Responsibilities

• Provide expert advice and knowledge to clients in Private Banking alongside relationship managers and sales staff.
• Review asset allocation models to ensure suitability for client goals and risk tolerance.
• Interact with client teams including relationship managers, portfolio managers and product experts.

Skills

Communication

Social skills

Teamwork

Independence

Relationship management

English proficiency

Mandarin (advantage)

Multi-asset knowledge

Education

Finance degree

CFA preferred

Tools

Excel (VBA)

Job description

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.

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