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Portfolio Counsellor , Personal Financial Services in Singapore at UOB Group

Date Posted: 6/18/2018

Job Snapshot

Job Description

Functional area: Personal Financial Services (PFS)
Employment type: Full-time
Job Type: Permanent

Job Responsibilities:
  • Manage and drive wealth revenue for 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 and minimise attrition of port to competitors
  • Cross sell and up sell to grow key product portfolio
  • Coaching of sales representatives weak in this product field
  • 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
  • Upholding of Bank’s mission and core values
  • 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
  • 3-5 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