VP1, Investment Specialist, PFS - Kuala Lumpur, Malaysia - United Overseas Bank

Description

VP1, Investment Specialist, PFS

Kuala Lumpur, Wilayah Persekutuan, MY, 59000

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

UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business and investment services.

Job Responsibilities

1. 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.

2. Provision of expertise and advisory to Sales Representatives and Customers on wealth related products.

3. Cross promote to grow key product portfolios.

4. Coaching of Sales Representatives on key features in Investment Products.

5. Enhance customer service by providing unbiased specialized expertise/views required in managing wealth related products.

6. Understand customer's financial profile and needs to develop strategies to address and meets customer's requirements.

7. Adherence to Bank's internal policies, business processes and regulatory requirements including compliance with related laws/Acts.

Job Requirements

1. 3 to 5 years of experience in investment product advisory. Prior industry experience in asset management or treasury are preferred.

2. Demonstrate an understanding of financial markets and investment products like mutual fund, structured products and other treasury products.

3. Confident with excellent communication and presentation skills.

4. Independant, self-motivated with strong sense of urgency.

5. Quick learner with good problem solving and analytical skills.