VP, Portfolio Counselor (Klang Valley), PFS
UOB · Kuala Lumpur (City Area)
Full-timeonsiteseniorFinanceSales
รายละเอียดงาน / Description
Based in Malaysia, this role focuses on driving wealth revenue by providing strategic investment counseling and product guidance. You will partner with sales teams through joint client engagements, seminars, and advisory sessions to elevate client investment outcomes. Additionally, you will formulate tailored investment strategies aligned with customer needs while ensuring strict regulatory and internal policy compliance.
หน้าที่ความรับผิดชอบ / Responsibilities
- Drive wealth product revenue through seminars, client events, and collaborative sales calls
- Offer specialized and objective investment advisory to sales personnel and high-net-worth clients
- Train and mentor sales representatives on technical features of wealth management offerings
- Assess client financial backgrounds to craft bespoke investment strategies aligned with their targets
- Identify cross-promotional opportunities to expand key wealth product holdings
- Maintain complete alignment with bank standards, operational procedures, and financial regulations
คุณสมบัติ / Qualifications
- Between six to eight years of advisory experience focused on investment products
- Background in treasury solutions or asset management organizations
- Comprehensive understanding of financial markets, mutual funds, and structured instruments
- Strong interpersonal, verbal communication, and presentation capabilities
- Self-directed work ethic with problem-solving capabilities and quick adaptability
ทักษะที่ต้องการ / Required skills
- Portfolio Counseling
- Investment Advisory
- Wealth Management
- Mutual Funds
- Structured Products
- Treasury Products
- Client Presentation
- Financial Market Analysis
ทักษะเพิ่มเติม / Nice to have
- Asset Management