VP, Portfolio Counselor (Kota Laksamana), PFS
UOB · Kota Laksamana (City Area)
Full-timeonsiteseniorOtherSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves driving wealth revenue for investment products by providing expert advice and support to sales teams and customers. The successful candidate will offer unbiased product briefings, assist with client events, and coach sales representatives on investment product features. This position requires understanding customer financial profiles to develop tailored investment strategies and ensuring compliance with all banking policies and regulations.
หน้าที่ความรับผิดชอบ / Responsibilities
- Manage and increase wealth revenue for investment products
- Provide expert advice and guidance on wealth products to sales and clients
- Promote and expand key product portfolios
- Coach sales representatives on investment product features
- Enhance customer investment experience with specialized insights
- Develop investment strategies based on customer financial profiles
คุณสมบัติ / Qualifications
- 6-8 years of experience in investment product advisory
- Understanding of financial markets and investment products
- Excellent communication and presentation skills
- Independent and self-motivated with a sense of urgency
- Quick learner with strong problem-solving and analytical abilities
- Prior experience in asset management or treasury is preferred
ทักษะที่ต้องการ / Required skills
- Investment Advisory
- Financial Markets
- Investment Products
- Communication
- Presentation Skills
- Problem Solving
- Analytical Skills
ทักษะเพิ่มเติม / Nice to have
- Asset Management
- Treasury Products
- Mutual Funds
- Structured Products