Responsible solely for developing and equipping essential skills for Wealth Banking RMs such as in-depth mutual fund knowledge, asset allocation concept, and economic view.
Assisting Wealth Banking RMs with necessary training to be able to present the clients the investment opportunity and provide both strategic and tactical solutions in asset allocation that is suitable for clients’ risk
Constantly communicate the clients together with relationship manager and help them update of their investment portfolio
Assist the client to make correct both short and long term investment strategies for the client’s portfolio..
Responsible for analyzing macroeconomic and monitor investment environment to construct an appropriate investment recommendation for clients
Communicate with relationship manager to advice investment strategy and performance on regular basis.
Continuous monitoring of the suggested investment performance and dynamically change strategies according to the performance.
Qualifications :
Bachelor or Master degrees in business administration or related fields
A great communication skills, clearly communicate with others
At least 3 years of experience and knowledge in about all types of investment – finance industry, equity market, fixed income market, commodities, mutual funds, investment planning, etc.
Have Analytical skills, advisory and presentation skills, investment planning skills
Single License is preferable
Skills
Fixed Income
Business administration
Investment Banking
Functions
Accounting & Finance
Job Overview
Job Type:
Hybrid
Company
UOB
72 active jobs
Industry:
Banking & Finance
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