Senior Portfolio & Wealth Advisory Lead

UOB; Malaysia; On-site; MYR 80,000 - 100,000; Full time

Job summary

UOB in Malacca City is seeking a Portfolio Counselor (AVP/VP) to manage wealth revenue and provide investment product advisory. The ideal candidate will have 6-8 years of experience in investment products, with a strong understanding of financial markets.

The role involves coaching Sales Representatives and enhancing the overall investment experience for customers. Excellent communication skills, independence, and problem-solving abilities are essential.

Qualifications

• 6-8 years of experience in investment product advisory.
• Prior experience in asset management or treasury preferred.
• Confident with excellent communication and presentation skills.

Responsibilities

• Manage and drive wealth revenue for Investment Products.
• Provide expertise and advisory to Sales Representatives and Customers.
• Cross promote to grow key product portfolios.

Skills

Investment product advisory

Financial market understanding

Communication and presentation skills

Problem-solving skills

Analytical skills

Job description

UOB in Malacca City is seeking a Portfolio Counselor (AVP/VP) to manage wealth revenue and provide investment product advisory. The ideal candidate will have 6-8 years of experience in investment products, with a strong understanding of financial markets.

The role involves coaching Sales Representatives and enhancing the overall investment experience for customers. Excellent communication skills, independence, and problem-solving abilities are essential.