Investment Advisory, Private Wealth

United Overseas Bank Ltd.; Singapore; On-site; SGD 120,000 - 200,000; Full time

Job summary

A leading bank in Asia seeks a skilled Investment Advisor for UOB Private Bank to support North Asia clients. The role involves providing expert portfolio advisory services, developing client relationships, and conducting market analysis. The ideal candidate should have extensive experience and strong stakeholder management skills to deliver tailored investment solutions.

Qualifications

• Minimum 10 years of relevant experience in portfolio advisory.
• Excellent command of business Chinese.
• Data-driven mindset and strong analytical skills.

Responsibilities

• Provide portfolio advisory services to North Asia clients.
• Conduct in-depth market and investment opportunity analysis.
• Develop and maintain strong client relationships.

Skills

Portfolio Advisory

Client Relationship Management

Risk Management

Market Analysis

Investment Strategy

Job description

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Location:

Singapore (City Area), SG, 048624

Company: United Overseas Bank Ltd

About UOB

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.

About the Department

UOB Private Bankis dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients’ financial objectives, we provide tailored products and solutions that draw on the Group’s comprehensive suite of personal, business and investment services.

Job Responsibilities

We are seeking a highly skilled and experienced Investment Advisor to join our team at UOB Private Bank. The successful candidate will support our North Asia clients, providing expert portfolio advisory services across traditional and alternative asset classes.

Key Responsibilities:

Provide comprehensive portfolio advisory services to North Asia clients, including asset allocation, investment strategy, and risk management.

Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored investment solutions.

Conduct in-depth analysis of market trends and investment opportunities across traditional and alternative asset classes.

Present investment recommendations and strategies to clients in a clear and compelling manner.

Collaborate with internal stakeholders to ensure seamless delivery of services and client satisfaction.

Stay updated on industry developments and regulatory changes impacting the investment landscape.

Job Requirements

Minimum of 10 years of relevant experience in Portfolio Advisory across traditional and alternative asset classes.

Excellent command of business Chinese.

Proven track record in client relationship management and delivering high-quality presentations.

Strong stakeholder management skills and a data-driven mindset.

Experience working with high-net-worth individuals and families

Self-starter, motivated, resourceful, meticulous, and analytical.

Be a part of 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.