Full Time Wealth Advisor Jobs, in UOB Kay Hian - Maukerja

We are looking for motivated and client-focused Wealth Advisors to join our Private Wealth Management team. In this role, you will build and manage client relationships, grow Assets Under Management (AUM), and provide tailored wealth management solutions across investments, discretionary portfolio management (DPM), and insurance. We welcome individuals with strong interpersonal skills, a business development mindset, and a passion for helping clients grow, manage, and protect their wealth.

Key Responsibilities

1. Wealth & Investment Advisory

• Understand clients' financial goals, investment needs, and risk profiles to recommend suitable wealth management solutions.
• Advise on a broad range of investment products, including equities, ETFs, unit trusts, bonds, and structured products.
• Introduce DPM solutions and professionally managed portfolios to meet clients' investment objectives.
• Conduct regular portfolio reviews and provide relevant market insights and investment recommendations.
• Collaborate with investment specialists and insurance partners to deliver comprehensive wealth management and protection solutions.

2. Client Relationship Management & Business Development

• Build and maintain strong client relationships through regular engagement, personalised advisory services, and professional support.
• Acquire new clients and grow Assets Under Management (AUM) through new investments, asset transfers, and deeper client relationships.
• Identify opportunities to introduce suitable investment, DPM, insurance, and other wealth management solutions.
• Drive sustainable revenue growth through client acquisition, retention, and advisory services.

3. Compliance & Professional Standards

• Ensure advisory activities and investment recommendations comply with applicable MAS regulations and Company policies.
• Maintain proper client documentation, suitability assessments, and regulatory disclosures.
• Uphold high standards of professionalism, integrity, and fair dealing.

Requirements

• Diploma or degree in Business, Finance, Economics, Banking, or a related discipline is preferred.
• Strong interest in financial markets, investment products, and wealth management.
• Good knowledge of investment products, DPM, and insurance solutions is an advantage.
• Excellent communication, interpersonal, and client relationship management skills.
• Self-motivated, client-focused, and driven to achieve business development and AUM growth targets.
• Existing client relationships or an established investor network will be an advantage.
• Relevant CMFAS qualifications and regulatory approvals are required before undertaking regulated activities.
• Both experienced professionals and motivated candidates looking to build a career in wealth advisory are welcome to apply.