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AVP / VP1, Portfolio Counsellor, Johor Bahru

Posting Date:  19-Nov-2021

Kuala Lumpur, Wilayah Persekutuan, MY, 50738

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

Grow existing investment business and market-share by actively engaging with specialists, frontline staffs and product providers
Accountable for the overall P&L and growth of the assigned portfolio
Responsible for the entire investment life cycle from initiation/sourcing, conduct due diligence, implementation and sales force training
Review and update product documentations and processes; and ensure adherence to regulatory and policy requirements
Work in close partnership with specialists and sales managers to promote the suite of investment products
Review product mix and other product-to-market activities

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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