AVP, Portfolio Counselor (Johor Bahru), PFS
UOB · City Square (City Area)
Full-timeonsiteseniorFinanceSales
รายละเอียดงาน / Description
Based in Malaysia, this role focuses on driving wealth revenue by providing expert investment guidance to clients and internal sales teams. The successful candidate will craft tailored investment strategies matching client financial goals, deliver regular market briefings, and train representatives on wealth offerings. The position ensures superior client experiences while strictly adhering to regulatory and compliance standards.
หน้าที่ความรับผิดชอบ / Responsibilities
- Drive wealth revenue by conducting client seminars, joint customer calls, and informative product briefings
- Provide specialized guidance and market insights on wealth solutions to clients and frontline teams
- Facilitate cross-selling initiatives to expand key investment portfolios
- Coach and mentor sales staff on treasury, mutual funds, and structured product mechanics
- Formulate personalized investment strategies aligned with individual client risk appetites and objectives
- Ensure all advisory activities strictly comply with banking regulations and statutory guidelines
คุณสมบัติ / Qualifications
- Six to eight years of professional background in investment product counseling
- Prior background within treasury or asset management sectors preferred
- Sound knowledge of financial markets, mutual funds, and structured instruments
- Strong communication, interpersonal, and presentation capabilities
- Proactive work ethic with analytical thinking and effective problem-solving skills
ทักษะที่ต้องการ / Required skills
- Investment Advisory
- Portfolio Management
- Mutual Funds
- Structured Products
- Treasury Products
- Wealth Management
- Financial Analysis
- Client Presentation
ทักษะเพิ่มเติม / Nice to have
- Asset Management