Senior Wealth Portfolio Advisor

UOB; Malacca City; On-site; MYR 60,000 - 90,000; Full time

Job summary

A leading bank in Asia seeks an experienced individual for investment product advisory in Malacca City. Responsibilities include managing wealth revenue, advising sales teams, and enhancing customer investment experiences. Candidates should possess 3-5 years of advisory experience, especially in investment products, along with strong communication and analytical skills. The role demands independence and a proactive approach. UOB is committed to equal opportunity employment and encourages applications from all qualified candidates.

Qualifications

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

Responsibilities

• Manage and drive wealth revenue for Investment Products.
• Provide expertise and advisory to Sales Representatives.
• Enhance customer’s overall investment experience.

Skills

Client engagement

Financial market understanding

Communication skills

Problem-solving skills

Analytical skills

Job description

A leading bank in Asia seeks an experienced individual for investment product advisory in Malacca City. Responsibilities include managing wealth revenue, advising sales teams, and enhancing customer investment experiences. Candidates should possess 3-5 years of advisory experience, especially in investment products, along with strong communication and analytical skills. The role demands independence and a proactive approach. UOB is committed to equal opportunity employment and encourages applications from all qualified candidates.