Portfolio Counselor

We're Hiring: AVP / VP1, Portfolio Counselor
We are seeking an experienced and results-driven AVP / VP1, Portfolio Counselor to join our Wealth Management team. This role focuses on providing expert investment advisory support, driving wealth revenue, and enhancing clients' overall investment experience.
Location: Malaysia
Work Mode: Work From Office
Role: AVP / VP1, Portfolio Counselor
What You'll Do:
Drive wealth revenue by supporting client engagement activities such as client events, tea talks, and joint sales calls.
Provide unbiased product briefings and investment insights to Sales Representatives and customers.
Act as a trusted advisor by delivering expert guidance on wealth and investment products.
Cross-promote investment solutions to grow and expand key product portfolios.
Coach and guide Sales Representatives on key features and positioning of investment products.
Understand customers' financial profiles and develop tailored strategies align...