Senior Wealth Product Advisor & Strategy Lead

UOB; Seberang Perai; On-site; MYR 90,000 - 180,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd in Malaysia seeks an experienced Investment Product Advisor to drive wealth revenue by providing unbiased product briefings to Sales Teams and Customers during events and on joint calls.

You will coach Sales Representatives, cross-promote to grow portfolios, and tailor investment strategies to clients while ensuring compliance with internal policies and regulatory requirements.

Qualifications

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

Responsibilities

• Manage and drive wealth revenue for Investment Products by assisting on Client Events, Tea Talks, Joint Sales Calls 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.

Skills

Investment advisory

Wealth management

Financial markets

Communication skills

Presentation skills

Job description

United Overseas Bank (Malaysia) Bhd in Malaysia seeks an experienced Investment Product Advisor to drive wealth revenue by providing unbiased product briefings to Sales Teams and Customers during events and on joint calls.

You will coach Sales Representatives, cross-promote to grow portfolios, and tailor investment strategies to clients while ensuring compliance with internal policies and regulatory requirements.