AVP, Wealth Investment Advisor - Portfolio Strategy

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

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.