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Urgent! PCG - Investment Advisor Job Opening In Singapore, Singapore – Now Hiring United Overseas Bank

PCG Investment Advisor



Job description

Responsibilities

  • Provideprehensive portfolio advisory services to Onshore 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 rmendations and strategies to clients in a clear andpelling 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.
  • Requirements:
  • Minimum of 10 years of relevant experience in Portfolio Advisory across traditional and alternative asset classes.
  • Excellentmand of business English and Mandarin.
  • Proven track record in client relationship management and delivering high-quality presentations.
  • Strong stakeholder management skills and a data-driven mindset.
  • Additional Requirements

    CACS 1 - Client Advisorpetency Standards Paper 1 - Singapore, CACS 2 - Client Advisorpetency Standards Paper 2 - Singapore, 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

    Be a Part of the 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 amodations to be made for the recruitment process, please inform us when you submit your online application.



    Apply now and make a Difference Job ID JR64404


    Required Skill Profession

    Financial Specialists



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      Unlock Your PCG Investment Potential: Insight & Career Growth Guide


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