About UOB

About the Department

Job Responsibilities

• Building, developing and maintaining long term client relationships by drawing on your strong personal contact network.
• Identifying clients’ needs and providing them with appropriate advice on wealth management and investment solutions based on CIO/House view.
• Partner with Investment Advisor to implement investment advice in a proactive manner.
• Partner with Client Advisor Assistants to deliver excellence in execution for client queries and transactions.
• Working closely with the Team Leader to implement market-focused strategies as well as to meet quantitative and Balanced Score Card targets
• Keep abreast of products and market developments.
• Comply with all regulations, policies and standards, contribute to an effective risk culture.
• Strictly adhere to UOB Code of Conduct and complete trainings required by UOB as well as fulfil annual Continuous Professional Development (“CPD”) hours requirement.

Job Requirements

• Recognized university degree with minimum 7 years of relevant experience in Wealth Management.
• Type 1 and 4 licensed.
• High caliber performers with proven track record in client acquisition, growing AUM and revenue.
• Solid understanding of financial services and all asset classes.

Be a part of UOB Family