More jobs:
VP, Wealth & Portfolio Advisory
Job in
Welch, Craig County, Oklahoma, 74369, USA
Listed on 2025-11-28
Listing for:
United Overseas Bank
Full Time
position Listed on 2025-11-28
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading bank in Asia is looking for an AVP/VP1, Portfolio Counselor to manage and drive wealth revenue for Investment Products. The role includes providing expertise to Sales Representatives, enhancing customer investment experiences, and requires 3-5 years of investment product advisory experience. Strong communication and analytical skills are essential, and the position is based in Oklahoma with full-time onsite expectations.
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