Senior Private Banking Investment Advisor

UNITED OVERSEAS BANK LIMITED; Singapore; Presencial; SGD 140.000 - 240.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Communication

Social skills

Teamwork

Independence

Relationship management

English proficiency

Mandarin (advantage)

Multi-asset knowledge

Educación

Finance degree

CFA preferred

Herramientas

Excel (VBA)

Descripción del empleo

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.