AVP, Investment Portfolio Counsellor

Role summary

Written by MyIslandJob from the job title and employer. See the employer's page for the full description.

The AVP, Investment Portfolio Counsellor at UOB Bank is expected to provide expert financial advice to clients, focusing on investment portfolio management. Candidates should have a strong background in finance or economics, with relevant certifications such as CFA or equivalent. The role demands excellent analytical skills, the ability to interpret market trends, and strong communication skills to effectively advise clients. The candidate should have experience in relationship management and a proven track record in wealth management.

About the employer

United Overseas Bank Limited (UOB) is a leading bank in Asia, headquartered in Singapore. Established in 1935, UOB provides a wide range of financial services globally, including personal financial services, commercial and corporate banking, investment banking, and wealth management. The bank is known for its strong heritage, commitment to customer service, and robust financial performance. UOB operates through a network of over 500 offices in 19 countries and territories in Asia Pacific, Western Europe, and North America.