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Private Wealth Advisor

Salary undisclosed
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Senior Private Wealth Advisor, UOB KayHian Private Wealth

Position Overview:

We are excited to announce opportunities to join our Private Wealth Management team at UOB KayHian, led by our esteemed Director.

Key Services:

* Unit Trusts (UT): Providing diversified investment solutions to meet clients' financial goals with more than 3000 funds on shelf

* Structured Investments (SI): Designing custom investment strategies to optimize returns and manage risks under open architecture wealth platform

* Retail Bond (RB): Offering tailored bond investment options that cater to individual clients need.

* Legacy Planning: Assisting clients with estate planning and wealth transfer strategies to preserve their legacy via onshore/ offshore insurance partnership

* General Insurance: Offering tailored general insurance solutions to protect clients' assets, businesses, and personal interests. From property and casualty coverage to liability and commercial insurance, we provide comprehensive risk management strategies to ensure clients are fully covered against unforeseen events and liabilities.

* Share Trading: Offering comprehensive share trading services to facilitate clients' equity investments via global trading platform

* IPO Advisory: Guiding clients through the IPO process to maximize their investment potential.

* Structured Financing: Creating tailored financing solutions to meet complex financial requirements.

* Family Office/Trust/ Foundation: Comprehensive wealth management solutions, including the establishment and administration of Family Offices, Trusts, and Foundations with dedicated business partner

Why Join Us:

* Reputation: Backed by the UOB Group, UOB KayHian is one of Asia's largest brokerage firms and a leading financial institution renowned for its commitment to excellence and innovation in wealth management.

* Leadership and Mentorship: Benefit from the Director's extensive knowledge and experience in wealth management, providing invaluable guidance and mentorship.

* Growth and Development: Access opportunities for professional growth and advancement within a leading financial institution renowned for excellence and innovation.

* Dynamic and Collaborative Environment: Work in a high-energy, team-oriented setting where your contributions directly impact the success of the clients and the business.

* Client-Centric Focus: Engage with a diverse portfolio of high-net-worth clients, delivering bespoke wealth management solutions that align with their financial objectives.

Qualifications for Prospective Team Members:

* Experience: min 5 years experience in wealth management or a related field, with a focus on high-net-worth clients and complex financial products.

* Education: Bachelor's degree in Finance, Business, Economics, or a related field. Advanced degrees or professional certifications (e.g., CFA, CFP) are highly desirable.

* Strong communication and interpersonal abilities.

* In-depth knowledge of wealth management products and services.

* Strategic thinker with a client-centric approach.

* Ability to thrive in a fast-paced and evolving market environment.

If you are a dedicated wealth management professional seeking to join a leading team under the guidance of an experienced Director, we invite you to explore the opportunities at UOB KayHian Private Wealth. Apply now to become part of a dynamic and successful team.

Senior Private Wealth Advisor, UOB KayHian Private Wealth

Position Overview:

We are excited to announce opportunities to join our Private Wealth Management team at UOB KayHian, led by our esteemed Director.

Key Services:

* Unit Trusts (UT): Providing diversified investment solutions to meet clients' financial goals with more than 3000 funds on shelf

* Structured Investments (SI): Designing custom investment strategies to optimize returns and manage risks under open architecture wealth platform

* Retail Bond (RB): Offering tailored bond investment options that cater to individual clients need.

* Legacy Planning: Assisting clients with estate planning and wealth transfer strategies to preserve their legacy via onshore/ offshore insurance partnership

* General Insurance: Offering tailored general insurance solutions to protect clients' assets, businesses, and personal interests. From property and casualty coverage to liability and commercial insurance, we provide comprehensive risk management strategies to ensure clients are fully covered against unforeseen events and liabilities.

* Share Trading: Offering comprehensive share trading services to facilitate clients' equity investments via global trading platform

* IPO Advisory: Guiding clients through the IPO process to maximize their investment potential.

* Structured Financing: Creating tailored financing solutions to meet complex financial requirements.

* Family Office/Trust/ Foundation: Comprehensive wealth management solutions, including the establishment and administration of Family Offices, Trusts, and Foundations with dedicated business partner

Why Join Us:

* Reputation: Backed by the UOB Group, UOB KayHian is one of Asia's largest brokerage firms and a leading financial institution renowned for its commitment to excellence and innovation in wealth management.

* Leadership and Mentorship: Benefit from the Director's extensive knowledge and experience in wealth management, providing invaluable guidance and mentorship.

* Growth and Development: Access opportunities for professional growth and advancement within a leading financial institution renowned for excellence and innovation.

* Dynamic and Collaborative Environment: Work in a high-energy, team-oriented setting where your contributions directly impact the success of the clients and the business.

* Client-Centric Focus: Engage with a diverse portfolio of high-net-worth clients, delivering bespoke wealth management solutions that align with their financial objectives.

Qualifications for Prospective Team Members:

* Experience: min 5 years experience in wealth management or a related field, with a focus on high-net-worth clients and complex financial products.

* Education: Bachelor's degree in Finance, Business, Economics, or a related field. Advanced degrees or professional certifications (e.g., CFA, CFP) are highly desirable.

* Strong communication and interpersonal abilities.

* In-depth knowledge of wealth management products and services.

* Strategic thinker with a client-centric approach.

* Ability to thrive in a fast-paced and evolving market environment.

If you are a dedicated wealth management professional seeking to join a leading team under the guidance of an experienced Director, we invite you to explore the opportunities at UOB KayHian Private Wealth. Apply now to become part of a dynamic and successful team.