Senior Wealth & Investment Products Advisor

2201 United Overseas Bank (Malaysia) Bhd; Seberang Perai; In loco; MYR 120.000 - 190.000; Tempo pieno

Descrizione del lavoro

2201 United Overseas Bank (Malaysia) Bhd is seeking an experienced Investment Product Advisor to manage wealth revenue and provide unbiased product guidance to the sales team and customers. You will advise on investment products, promote key portfolios and coach sales staff to better serve clients.

The role requires deep knowledge of financial markets, strong communication skills, and the ability to tailor investment strategies to individual client profiles, while ensuring regulatory compliance

Competenze

• 6–8 years of experience in investment product advisory.
• Experience in asset management or treasury is preferred.
• Strong understanding of financial markets and investment products.

Mansioni

• Manage and drive wealth revenue for investment products by assisting on client events and giving unbiased product briefing to the Sales Team/Customers as and when required
• Provision of expertise and advisory to Sales Representatives and Customers on wealth related products
• Cross promote to grow key product portfolios
• Coaching of Sales Representatives on key features in Investment Products
• Enhance customer's overall investment experience by providing unbiased specialized expertise/views required in managing wealth related products
• Understand customer's financial profile and needs to develop investment strategies to address and meets customer's financial goals
• Adherence to Bank's internal policies, business processes and regulatory requirements including compliance with related laws/Acts

Descrizione del lavoro

2201 United Overseas Bank (Malaysia) Bhd is seeking an experienced Investment Product Advisor to manage wealth revenue and provide unbiased product guidance to the sales team and customers. You will advise on investment products, promote key portfolios and coach sales staff to better serve clients.

The role requires deep knowledge of financial markets, strong communication skills, and the ability to tailor investment strategies to individual client profiles, while ensuring regulatory compliance