Senior Wealth Advisor & Portfolio Strategy Leader

UOB; Malacca City; On-site; MYR 40,000 - 60,000; Full time

Job summary

A leading bank in Asia seeks a skilled candidate to manage and drive wealth revenue through investment products in Malacca City. The role involves advising sales representatives and enhancing customer experiences. Ideal applicants should have 3-5 years of investment product advisory experience, excellent communication skills, and a strong understanding of financial markets. Join a diverse team that values long-term success and personal growth, and help clients achieve their financial goals.

Qualifications

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

Responsibilities

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

Skills

Investment product advisory

Financial markets understanding

Communication skills

Problem-solving skills

Analytical skills

Job description

A leading bank in Asia seeks a skilled candidate to manage and drive wealth revenue through investment products in Malacca City. The role involves advising sales representatives and enhancing customer experiences. Ideal applicants should have 3-5 years of investment product advisory experience, excellent communication skills, and a strong understanding of financial markets. Join a diverse team that values long-term success and personal growth, and help clients achieve their financial goals.