About this role
Manage and drive wealth revenue through investment and treasury products for North Asia clients. Provide expert advisory to sales representatives and customers while acquiring new wealth business and minimizing portfolio attrition.
Requires a recognized tertiary education and at least 5 years of experience in investment advisory or banking sales. Preferred certifications include CFA, CFP, or specific CMFAS accreditations such as M5, M8, and M8A.
What they're looking for
Investment AdvisoryWealth ManagementPortfolio ManagementFinancial PlanningClient Relationship ManagementCross-sellingCoachingCompliance
Frequently asked questions
What does a Portfolio Counsellor_North Asia, Group Retail at UOB do?
Manage and drive wealth revenue through investment and treasury products for North Asia clients. Provide expert advisory to sales representatives and customers while acquiring new wealth business and minimizing portfolio attrition. Requires a recognized tertiary education and at least 5 years of exp…
What skills does this Portfolio Counsellor_North Asia, Group Retail role need?
Key skills for this role include Investment Advisory, Wealth Management, Portfolio Management, Financial Planning, Client Relationship Management, Cross-selling.
How much does a Portfolio Counsellor_North Asia, Group Retail 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 Portfolio Counsellor_North Asia, Group Retail role remote, hybrid, or on-site?
This role is on-site, based in Singapore.
How do I apply for this Portfolio Counsellor_North Asia, Group Retail 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.