About this role
The role involves managing and driving Wealth revenue through Investment and Treasury products, providing expertise and advisory services to sales representatives and customers, and acquiring new wealth businesses for the bank. Responsibilities also include achieving individual sales targets, cross-selling, up-selling, and minimizing client attrition.
Candidates must possess a recognized tertiary education and have 5 years of experience in investment advisory, preferably within banking sales or asset management. Relevant professional certifications like CFA or CFP are advantageous, along with possessing specific CMFAS accreditations.
What they're looking for
Wealth Revenue ManagementInvestment AdvisoryTreasury ProductsCustomer AdvisoryBusiness AcquisitionSales PerformanceCross SellingUp Selling
Frequently asked questions
What does a AVP, Investment Portfolio Counsellor at UOB do?
The role involves managing and driving Wealth revenue through Investment and Treasury products, providing expertise and advisory services to sales representatives and customers, and acquiring new wealth businesses for the bank. Responsibilities also include achieving individual sales targets, cross-…
What skills does this AVP, Investment Portfolio Counsellor role need?
Key skills for this role include Wealth Revenue Management, Investment Advisory, Treasury Products, Customer Advisory, Business Acquisition, Sales Performance.
How much does a AVP, Investment Portfolio Counsellor at UOB pay?
The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.
Is this AVP, Investment Portfolio Counsellor role remote, hybrid, or on-site?
This role is on-site, based in Singapore.
How do I apply for this AVP, Investment Portfolio Counsellor role?
You can apply directly on UOB's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.