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AVP / VP1, Investment Advisory, Portfolio Counsellor (Northern Region)

Posting Date:  09-Jan-2022
Location: 

Kedah, MY

Company:  United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices.

Our history spans more than 80 years. Over this time, we have been guided by our values — Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

About the Department

The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

 

Personal Financial Services

We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

Job 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 service by providing unbiased specialized expertise/views required in managing wealth related products;
  • Understand customer’s financial profile and needs to develop strategies to address and meets customer’s requirements;
  • Adherence to Bank’s internal policies, business processes and regulatory requirements including compliance with related laws/Acts.

Job Requirements

  • 3-5 years of experience in investment product advisory. Prior industry experience in asset management or treasury are preferred
  • Demonstrate an understanding of financial markets and investment products like mutual fund, structured products and other treasury products
  • Confident with excellent communication and presentation skills
  • Independent, self motivated with strong sense of urgency
  • Quick learner with good problem-solving and analytical skills

Be a part of UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

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