Portfolio Counsellor_North Asia, Group Retail
UOB is seeking a Portfolio Counsellor for their Group Retail division to drive wealth revenue and provide investment advisory for North Asia clients. The role involves managing investment portfolios, coaching sales representatives, and acquiring new wealth business. Candidates must have at least 5 years of relevant experience in investment advisory or banking. The position requires strong consultative skills to manage sophisticated high-net-worth customer demands.
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Experience
5+ years
Function
Finance
Work mode
Onsite, Singapore
Company
Tier 2
What you will work on
UOB is seeking a Portfolio Counsellor for their Group Retail division to drive wealth revenue and provide investment advisory for North Asia clients. The role involves managing investment portfolios, coaching sales representatives, and acquiring new wealth business. Candidates must have at least 5 years of relevant experience in investment advisory or banking. The position requires strong consultative skills to manage sophisticated high-net-worth customer demands.
TAL's take
Solid role at an established regional bank with clear professional requirements and defined impact goals.
The role has a clear mandate focused on wealth revenue growth, sales advisory, and customer retention within the North Asia market.
Must haves
- Recognized tertiary education
- 5 years experience in investment advisory or banking sales
- Passion for investment business
- Strong interpersonal and coaching skills
About the company
Established regional banking institution, well-regarded but not a global Tier-1 tech powerhouse.