Associate Vice President, Portfolio Counselor, Personal Financial Services Greater Kota Kuala Muda, Malaysia Area

The Company is seeking an Associate Vice President, Portfolio Counselor for Personal Financial Services. The successful candidate will be responsible for managing and driving wealth revenue through various client engagement activities, including events, talks, and sales calls. This role involves providing unbiased product briefings, expert advisory on wealth-related products, and coaching sales representatives. The candidate will also be expected to enhance the customer's investment experience by offering specialized expertise and developing investment strategies that align with the customer's financial goals. Applicants must have 6-8 years' of experience in investment product advisory, with a preference for those with a background in asset management or treasury. A strong understanding of financial markets and investment products is essential, as is the ability to communicate and present confidently. The role requires an independent, self-motivated individual with a strong sense of urgency, who is a quick learner and possesses good problem-solving and analytical skills. The Company is an equal-opportunity employer and is committed to a diverse and inclusive work environment.

Hiring Company

UOB