Investment Advisor
UOB(1 month ago)
About this role
An Investment Advisor at United Overseas Bank provides financial advice and wealth management solutions to clients, delivering tailored investment strategies to support their financial objectives. The role requires strong knowledge of financial markets, investment products, and applicable regulatory frameworks within UOB’s wealth management offering.
Required Skills
- Relationship Management
- Financial Analysis
- Portfolio Management
- Wealth Management
- Investment Products
- Regulatory Compliance
- Client Acquisition
- Presentation Skills
- Financial Software
- Microsoft Excel
Qualifications
- Bachelor's Degree in Finance/Economics/Business
- Master's Degree (Preferred)
- CFA (Preferred)
- Relevant Local Licenses
- CACS 1 - Client Advisor Competency Standards Paper 1 - Singapore
- CACS 2 - Client Advisor Competency Standards Paper 2 - Singapore
- CMFAS M1B - Rules and Regulations for Dealing in Securities (Non SGX-ST members) - Singapore
- CMFAS M5 - Rules & Regulations for Financial Advisory Services - Singapore
- CMFAS M6A - Securities and Futures Product Knowledge - Singapore
- CMFAS M6 - Securities Products and Analysis - Singapore
+2 more
About UOB
uobgroup.comUOB 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.
View more jobs at UOB →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at UOB
Similar Jobs
Developing Investment Advisor (Abbotsford/Mission/Chilliwack)
TD Bank Group(1 month ago)
Investment Manager
Citi(14 days ago)
Developing Investment Advisor
TD Bank Group(1 month ago)
Developing Investment Advisor
TD Bank Group(18 days ago)
Developing Investment Advisor - Durham Region
TD Bank Group(4 days ago)
Developing Investment Advisor
TD Bank Group(28 days ago)