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Senior Portfolio & Wealth Advisory Lead

Company

UOB

Location

, , malaysia, Malaysia

Type

Full-time

UOB in Malacca City is seeking a Portfolio Counselor (AVP/VP) to manage wealth revenue and provide investment product advisory. The ideal candidate will have 6-8 years of experience in investment products, with a strong understanding of financial markets.

The role involves coaching Sales Representatives and enhancing the overall investment experience for customers. Excellent communication skills, independence, and problem-solving abilities are essential.

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