About UOB
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
Job Description
About the Department
Personal Financial Services: We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.
Job Responsibilities
- Product Strategy & Development
- Develop and implement product strategies and business plans for Unit Trust offerings across online and offline channels.
- Conduct fund due diligence and product evaluation for onboarding new unit trust funds.
- Optimize product shelf and enhance features to meet customer needs and regulatory requirements.
- Stakeholder Management
- Manage relationships with asset managers and internal stakeholders to secure quality products.
- Collaborate with Wealth Marketing team to design and execute marketing campaigns for Unit Trust products.
- Compliance & Risk
- Ensure adherence to internal policies, regulatory guidelines, and risk management standards.
- Update product programs and policies to maintain compliance and improve sales processes.
- Training & Support
- Work with Investment Counsellors to ensure frontline staff receive initial and ongoing training.
- Provide product expertise and support to sales teams.
- System & Process Enhancement
- Partner with project teams to define user requirements for system enhancements aimed at improving customer experience and productivity.
Job Requirements
- Bachelor's degree in Finance, Banking, Investment, or related field.
- Professional certifications (e.g., CFP, CFA) are an advantage.
- Minimum 3–5 years of experience in Wealth Management or Investment Product Management.
- Strong analytical and strategic thinking.
- Excellent interpersonal and communication skills.
- Proficiency in English, MS Office (Excel, PowerPoint, Word).
- Knowledge of regulatory requirements and risk management.
Additional Requirements
Be a Part of the UOB Family
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
Apply now and make a Difference
