Senior Wealth & Investment Advisor

United Overseas Bank (Malaysia) Bhd; Seberang Perai; On-site; MYR 120,000 - 180,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking an experienced Investment Products Advisor to manage wealth revenue and provide unbiased product briefings to the Sales Team and customers. You will cross-promote portfolios and coach sales staff to deepen client relationships, while upholding regulatory requirements and bank policies.

The role requires deep knowledge of investment products, strong presentation skills, and a proactive, self-motivated approach to meet customers’ financial goals.

Qualifications

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

Responsibilities

• Manage and drive wealth revenue for Investment Products.
• Provide expertise and advisory to Sales Representatives and Customers on wealth products.
• Cross promote to grow key product portfolios.
• Coach Sales Representatives on Investment Products features.
• Enhance customers' investment experience with unbiased insights.
• Understand customers' financial profile to tailor investment strategies.

Skills

Wealth advisory

Investment products

Client events

Sales coaching

Job description

United Overseas Bank (Malaysia) Bhd is seeking an experienced Investment Products Advisor to manage wealth revenue and provide unbiased product briefings to the Sales Team and customers. You will cross-promote portfolios and coach sales staff to deepen client relationships, while upholding regulatory requirements and bank policies.

The role requires deep knowledge of investment products, strong presentation skills, and a proactive, self-motivated approach to meet customers’ financial goals.