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
Product Specialisation (Private Banking) - Investment Experts is responsible for providing expert advice and knowledge to clients, in conjunction with relationship managers, sales, advisory, and other client facing staff, in their product specialization. Private Banking covers activities related to delivering relationship management and customer service to wealthy clients. Functions include client team members, including relationship managers, portfolio managers, and product experts. The Investment Experts area is responsible for reviewing asset allocation models to ensure appropriateness for a client's situation, investment goals, and risk tolerance. Must understand the investment process, including mapping investments to asset allocation models, structuring portfolios, and analytics. Interacts with clients.
Wealth Management covers activities related to individual investors across a range of firm types, including private banks, retail and high net worth brokerages, multi-family offices, premier banks, registered investment advisory firms, and investor centers. Clients covered range from mass affluent through ultra high net worth.
Additional Requirements
CACS 1 - Client Advisor Competency Standards Paper 1 - Singapore, CACS 2 - Client Advisor Competency Standards Paper 2 - Singapore, Develop, Engage, Execute, StrategiseBe 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 accommodations to be made for the recruitment process, please inform us when you submit your online application.
Apply now and make a Difference
UOB Singapore, Singapore, SGP Office
80 Raffles Place, Singapore, Singapore, 048624
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