Responsibilities
- Reach out to Partners such as Independent Financial Advisors and External Asset Management Firms to cross-sell UOBKH products
- Work on existing and new client contacts
- Assist the partners to on-board their clients with UOBKH and meet their investment needs
- Work on projects as assigned
Requirements
- Minimally with a Degree in Banking and Finance or relevant disciplines
- Preferably with CFMAS M1a, M2a, M5, M6, M6a. M8, M8a
- Independent and driven
- Proficient in MS Office applications
