AVP​/VP, Portfolio Counselor

Position: AVP/VP1, Portfolio Counselor
Location: Welch
AVP/VP1, Portfolio Counselor page is loaded## AVP/VP1, Portfolio Counselor remote type:
Onsite locations:
Kota Laksamana (City Area) time type:
Full time posted on:
Posted 13 Days Agotime left to apply:
End Date:
February 6, 2026 (30+ days left to apply) job requisition :
JR66264
** 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.
** Job Description
*** 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’s overall investment experience;
* Understand customer’s financial profile and needs to develop strategies to address and meets customer’s financial goals
* 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##
** Additional Requirements
** Be a Part of the 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.

Apply now and make a Difference#
**** Together, Let’s Build the Future of ASEAN
**** We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN. We seek to create a collaborative and progressive environment for them to succeed in their careers for the long term.  Explore career opportunities with us today.
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