Investment Advisor
UOB
Posted
last week
Singapore, Singapore
Onsite
SGD 8K
Mid Level
Full Time
Sema Summary
As an Investment Advisor, you will guide clients in wealth management through tailored strategies. You will develop strong client relationships and monitor their financial goals.
About Company
UOB is a leading bank in Asia with a global presence. It strives to deliver tailored financial solutions and foster sustainable futures for its clients.
Core Requirements
- Bachelor's degree in Finance or related field.
- 3-5 years of investment advisory experience.
- Strong understanding of financial markets.
- Excellent communication and presentation skills.
- Proficiency in financial software.
Responsibilities
- Develop relationships with high-net-worth clients.
- Conduct financial needs analysis.
- Monitor client portfolios and recommend adjustments.
- Educate clients on investment products.
- Identify cross-selling opportunities.
- Ensure regulatory compliance.
- Prepare and present investment proposals.
Must Have skills
Job Keywords
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