AVP, Investment Portfolio Counsellor
UOB · Central Region (City Area)
Full-timeonsiteseniorFinanceSales
รายละเอียดงาน / Description
Based in Singapore, this role focuses on driving wealth revenue through the delivery of sound investment and treasury advisory services. The successful candidate will guide sales teams and directly assist high-net-worth clients in meeting their personal financial objectives. Key responsibilities include conducting market updates, coaching representatives on wealth offerings, and strictly upholding regulatory standards.
หน้าที่ความรับผิดชอบ / Responsibilities
- Generate and increase wealth revenue across investment and treasury products
- Provide technical advisory support to sales representatives and banking customers
- Acquire new wealth clients and retain high-net-worth customer portfolios
- Coach and mentor frontline sales teams to enhance product competency
- Conduct regular market briefings, product workshops, and client seminars
- Ensure strict compliance with internal bank policies and statutory regulatory frameworks
คุณสมบัติ / Qualifications
- Recognized tertiary degree in finance, business, or a related discipline
- Minimum five years of investment advisory or relationship management experience in banking
- Strong understanding of treasury and wealth management products
- Excellent interpersonal, communication, and coaching abilities
- Relevant CMFAS certifications including M5, M8, and M8A preferred
- Professional credentials like CFA or CFP are highly advantageous
ทักษะที่ต้องการ / Required skills
- Investment Advisory
- Portfolio Management
- Wealth Management
- Treasury Products
- Coaching
- Client Relationship Management
- Regulatory Compliance
ทักษะเพิ่มเติม / Nice to have
- CMFAS M5
- CMFAS M8
- CMFAS M8A
- CFA
- CFP