UOB
Finance / FinServ
PortfolioCounselor
“Portfolio Counselor at UOB. Skills: investment product advisory, financial markets, investment products. Manage and drive wealth revenue for Investment Products by assisting on Client Events, Tea Talks, Joint Sales Calls and giving unbiased product briefing to the Sales Team/Customers. Provision of expertise and advisory to Sales Representatives and Customers on wealth related”
What You'll Achieve.
drive wealth revenue for Investment Products; grow key product; Enhance customer's overall investment experience; develop investment strategies to address and meets customer’s financial
Industry & Context.
good problem-solving and analytical skills
What They're Looking For.
Must Have
6-8 years of experience in investment product advisory
Nice to Have
Prior industry experience in asset management or treasury
What You'll Do.
Manage and drive wealth revenue for Investment Products by assisting on Client Events
Joint Sales Calls and giving unbiased product briefing to the Sales Team/Customers
Provision of expertise and advisory to Sales Representatives and Customers on wealth related
Cross promote to grow key product
Coaching of Sales Representatives on key features in Investment
Enhance customer's overall investment experience by providing unbiased specialized expertise/views required in managing wealth related
Understand customer’s financial profile and needs to develop investment strategies to address and meets customer’s financial
Adherence to Bank’s internal policies
business processes and regulatory requirements including compliance with related laws/Acts
How You'll Work.
Team & Collaboration
assisting on Client Events, Tea Talks, Joint Sales Calls; giving unbiased product briefing to the Sales Team/Customers; Provision of expertise and advisory to Sales Representatives and Customers; Coaching of Sales Representatives
Communication Scope
excellent communication and presentation skills
Applying for this Portfolio Counselor role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about UOB?
Real rants from real employees. Read before you apply.