Portfolio Counselor

6 days ago

United StatesFull TimeGeneral Medicine

✓ No Call✓ No Weekends

What should this role pay?

See how this position compares to General Medicine market data — salary percentile, benefits comparison, and hiring trends.

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Job Description

About the Role

Join UOB as a Portfolio Counselor in United States.

Key Responsibilities

Manage and drive wealth revenue for Investment Products by assisting on Client Events, Tea Talks, Joint Sal.

develop investment strategies to address and meets customer’s financial goals; Adherence to Bank’s internal.

Requirements

motivated with strong sense of urgency Quick learner with good problem

Work Schedule

Full-time position.

No explicit call, weekend, or night shift information provided.

Apply to join UOB as a Portfolio Counselor.

Key Skills

Investment advisoryWealth managementFinancial marketsMutual fundsStructured productsTreasury productsCommunication skillsPresentation skillsProblem-solvingAnalytical skillsCoachingSales supportRegulatory compliancePortfolio management

Finance & AccountingSalesManagement & Leadershipvia Workday

Position Insights

Work-Life Balance Overview

This Portfolio Counselor position at UOB includes the following lifestyle factors: no on-call duties, no weekend requirements. Candidates should review the full job details to assess overall work-life fit.

General Medicine — Physician Career Context

This General Medicine position at UOB is open to physician candidates.

Physicians (MD/DO) are in high demand across healthcare settings, with growing interest in positions that offer sustainable schedules and reduced administrative burden.

Location & Logistics

This position is based in United States.

Why This Position Stands Out

No on-call requirements — clinicians are completely off-duty after hours
No weekend shifts — preserving personal and family time

Skills, Responsibilities & Benefits

Key skills and qualifications: Investment advisory, Wealth management, Financial markets, Mutual funds, Structured products, Treasury products, Communication skills, Presentation skills. Candidates with experience in these areas may be especially well-suited for this General Medicine role.

Core responsibilities: Manage and drive wealth revenue for investment products by providing expert advisory to sales teams and customers. Develop investment strategies tailored to customer financial profiles while ensuring adherence to regulatory requirements.

About WeekdayDoc

WeekdayDoc is the only healthcare job board that scores every position for burnout risk and work-life balance. Every listing includes a proprietary burnout score, transparent salary data when available, and lifestyle filters for no-call, no-weekends, and remote positions. Browse more General Medicine physician jobs on WeekdayDoc to compare work-life balance scores and compensation across employers.