AVP, Portfolio Counselor (Kota Laksamana)

UOB; Malacca City; On-site; MYR 60,000 - 90,000; Full time

Job summary

A leading bank in Asia seeks an experienced individual for investment product advisory in Malacca City. Responsibilities include managing wealth revenue, advising sales teams, and enhancing customer investment experiences. Candidates should possess 3-5 years of advisory experience, especially in investment products, along with strong communication and analytical skills. The role demands independence and a proactive approach. UOB is committed to equal opportunity employment and encourages applications from all qualified candidates.

Qualifications

• 3-5 years of experience in investment product advisory.
• Understanding of financial markets and investment products.
• Confident communication and presentation skills.

Responsibilities

• Manage and drive wealth revenue for Investment Products.
• Provide expertise and advisory to Sales Representatives.
• Enhance customer’s overall investment experience.

Skills

Client engagement

Financial market understanding

Communication skills

Problem-solving skills

Analytical skills

Job description

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

• Manage and drive wealth revenue for Investment Products by assisting on Client Events, Tea Talks, Joint Sales Calls and giving unbiased product briefing to the Sales Team/Customers as and when required;
• Provision of expertise and advisory to Sales Representatives and Customers on wealth related products;
• Cross promote to grow key product portfolios;
• Coaching of Sales Representatives on key features in Investment Products;
• Enhance customer’s overall investment experience;
• Understand customer’s financial profile and needs to develop strategies to address and meets customer’s financial goals;
• Adherence to Bank’s internal policies, business processes and regulatory requirements including compliance with related laws/Acts.

Job Requirements

• 3‑5 years of experience in investment product advisory. Prior industry experience in asset management or treasury are preferred;
• Demonstrate an understanding of financial markets and investment products like mutual fund, structured products and other treasury products;
• Confident with excellent communication and presentation skills;
• Independent, self‑motivated with strong sense of urgency;
• Quick learner with good problem‑solving and analytical skills.

Additional Requirements

Develop, Engage, Execute, Strategise

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.

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