Investment Portfolio Counsellor

UOB; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A leading bank in Asia is seeking a professional to manage and drive Wealth revenue, focusing on Investment and Treasury products. Candidates should have at least 5 years of experience in investment advisory, with strong interpersonal and coaching skills. A recognized tertiary education and relevant certifications such as CFA or CFP are preferred. The successful candidate will provide expertise to enhance customer satisfaction and achieve sales performance targets, working in a dynamic and supportive environment.

Qualifications

• 5 years of experience in investment advisory, preferably in a banking sales or asset management environment.
• Possess relevant accreditation (M5, M8, M8A) preferred.

Responsibilities

• Manage and drive Wealth revenue with Investment and Treasury products.
• Provide expertise and advisory on wealth related products to sales representatives and customers.
• Acquire new wealth businesses for the Bank.
• Achieve individual sales targets and enhance customer satisfaction.

Skills

Strong interpersonal & coaching skills

Passion for investment business

Education

Recognized tertiary education

Professional certifications (CFA, CFP) advantageous

Job description

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.

Job Description

About the Department

The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

Personal Financial Services

We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

Job Responsibilities

• Manage and drive Wealth revenue – This includes Investment and Treasury products
• Provision of expertise and advisory to sales representatives and Customers on wealth related products
• Acquire new to wealth businesses for the Bank
• Sales Performance Targets
• Responsible for achieving individual targets
• Cross sell and up sell to grow key product portfolio
• Minimise attrition of port to competitors
• Coaching of sales representatives weak in this product field
• Enhance Customer Satisfaction and Retention
• Enhance customer service by providing specialised expertise required in managing wealth related products
• Understand customers’ financial profile and needs to develop strategies for customer’s requirements
• Retain high net worth customers through attentive customer care and consultative approach sophisticated demands
• Sales-Related Activities
• Acquire all the necessary qualifications and & credentials
• Conduct market updates and briefings
• Conduct regular product and selling workshops
• Proactive participation in Customer workshops, seminars and marketing events
• Participation in the UOB’s Sales Leaders Activities
• Compliance
• Adherence to Bank’s internal policies, business processes and regulatory requirements including compliance with FAA and related Acts

Job Requirements

• A recognized tertiary education
• Professional certifications such as Chartered Financial Analyst, Certified Financial Planner or other relevant international investment certifications, e.g. US series 6, etc, will be advantageous
• 5 years of experience in investment advisory, preferably in the capacity of a banking sale professional or in an asset management environment
• Passion for investment business
• Strong interpersonal & coaching skills
• Possess relevant accreditation (M5, M8, M8A) would be preferred

Additional Requirements

• CMFAS M1B - Rules and Regulations for Dealing in Securities (Non SGX-ST members) - Singapore
• CMFAS M5 - Rules & Regulations for Financial Advisory Services - Singapore
• CMFAS M6A - Securities and Futures Product Knowledge - Singapore
• CMFAS M6 - Securities Products and Analysis - Singapore
• CMFAS M8A - Collective Investment Schemes II - Singapore
• CMFAS M8 - Collective Investment Schemes - Singapore

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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