UOB

AVP/VP1, Portfolio Counselor

UOB(3 months ago)

OnsiteFull TimeMedior$74,710 - $100,676 (estimated)Wealth Management
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About this role

An Investment Product Advisory professional at UOB supports the bank's wealth management efforts by advising sales teams and clients on investment and treasury offerings. The role contributes to growing wealth revenue and enhancing customers' overall investment experience within UOB's retail wealth business.

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Required Skills

  • Investment Advisory
  • Mutual Funds
  • Structured Products
  • Treasury Products
  • Financial Markets
  • Communication
  • Presentation
  • Sales Coaching
  • Cross-Selling
  • Analysis

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UOB

About UOB

uobgroup.com

UOB is rated as one of the world's top banks, with a global network of 500 branches and offices across 19 countries and territories in Asia Pacific, Europe and North America.

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