About the role
Manage and drive Wealth revenue for UOB, providing investment and treasury product expertise to sales staff and clients.
BankingOnsite
Key Responsibilities
- Manage and drive Wealth revenue – This includes 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
- Responsible for achieving individual targets
- Cross sell and up sell to grow key product portfolio
- Minimise attrition of port to competitors
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
- 5 years of experience in investment advisory, preferably in the capacity of a banking sale professional or in an asset management environment or 5 years RM experience in Bank
- Passion for investment business
- Strong interpersonal & coaching skills
- Possess relevant accreditation (M5, M8, M8A) would be preferred