AVP Wealth Portfolio Advisor

UOB; Johor; Vor Ort; MYR 120.000 - 180.000; Vollzeit

Zusammenfassung

UOB in Malaysia seeks an experienced Investment Product Advisor to drive wealth revenue by providing unbiased, expert guidance on investment products and strategies. You will support Sales teams, engage clients during events, and help grow key portfolios with a strong focus on compliant advisory practices.

The role requires deep market understanding, excellent communication, and a proactive, analytical approach to meeting clients' financial goals within a structured regulatory framework.

Qualifikationen

• 6–8 years of experience in investment product advisory.
• Understanding of financial markets and investment products (mutual funds, structured products, treasury products).
• Confident with excellent communication and presentation skills.
• Independent, self-motivated with strong sense of urgency and initiative.

Aufgaben

• Manage and drive wealth revenue for Investment Products via client events, tea talks, and joint sales calls.
• Provide unbiased product briefing and advisory to Sales Team and Customers.
• Cross-promote to grow key product portfolios and enhance investment experience.
• Coach Sales Representatives on features in Investment Products and investment strategies.
• Ensure adherence to internal policies, processes and regulatory requirements.

Kenntnisse

Investment product advisory

Financial markets knowledge

Communication & presentation

Independent & self-motivated

Analytical problem solving

Jobbeschreibung

UOB in Malaysia seeks an experienced Investment Product Advisor to drive wealth revenue by providing unbiased, expert guidance on investment products and strategies. You will support Sales teams, engage clients during events, and help grow key portfolios with a strong focus on compliant advisory practices.

The role requires deep market understanding, excellent communication, and a proactive, analytical approach to meeting clients' financial goals within a structured regulatory framework.