AVP, Portfolio Counselor, PFS

UOB; Penang; On-site; MYR 110,000 - 170,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking an experienced investment product advisor to drive wealth revenue and provide unbiased expert guidance to the sales team and customers. You will understand client financials to tailor investment strategies while ensuring compliance with internal policies and applicable laws.

The role requires strong communication, analytical skills, and the ability to coach sales staff on investment product features, with a focus on growing asset portfolios.

Qualifications

• 6-8 years of experience in investment product advisory.
• Experience in asset management or treasury preferred.
• Strong understanding of financial markets and investment products.
• Excellent communication and presentation skills.
• Independent, self-motivated with urgency.
• Analytical problem-solving abilities.

Responsibilities

• Manage and drive wealth revenue for Investment Products via events and Joint Sales Calls.
• Provide expertise and advisory to Sales Reps and Customers on wealth products.
• Cross promote to grow key product portfolios.
• Coach Sales Reps on Investment Product features.
• Enhance customer investment experience with unbiased expertise/views.
• Assess customer financial profiles to develop investment strategies.
• Adhere to internal policies, processes and regulatory requirements.

Skills

Investment advisory

Wealth management

Communication skills

Analytical skills

Financial market knowledge

Job description

Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description

Job Responsibilities

• 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 by providing unbiased specialized expertise/views required in managing wealth related products;
• Understand customer’s financial profile and needs to develop investment 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

• 6-8 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

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.