Jobs

    Director, Private Wealth Management - Singapore - UOB KAY HIAN PRIVATE LIMITED

    UOB KAY HIAN PRIVATE LIMITED
    UOB KAY HIAN PRIVATE LIMITED Singapore

    2 days ago

    Default job background
    Description
    Roles & Responsibilities

    Main Responsibilities but not limited to:

    • With an established network of South East Asia High Net Worth client base
    • Develop and acquire new clients through prospecting and leveraging on the firm's networks, platform and services
    • Provide investment advisory to High Net Worth clients and formulate investment strategies that align with client's target strategic assets allocation to meet investment objectives and risk profile
    • Ensure clients' compliance with the Company and industry rules and regulations

    Requirements:

    • Certified in CMFAS Modules 1A, 5, 6 (or equivalent certification), 6A and 8A will be required
    • Sales-driven and strong desire to achieve
    • Ability to work independently
    • Proficient in Vietnamese will be an added advantage
    • Possess good interpersonal and communication skills
    Tell employers what skills you have

    Wealth Management
    Investment Advisory
    Investment Strategies
    Ability To Work Independently
    Financial Planning
    Interpersonal Skills
    Wealth
    Investment Management
    Compliance
    Emotional Intelligence
    Communication Skills
    Financial Advisory

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