Portfolio Manager @ Cbbc-setapak

1 week ago


Kuala Lumpur, Kuala Lumpur, Malaysia RHB Banking Group Full time
Working Hour

  • Regular Hours


Monday
  • Friday
  • Business Area


Community Banking
  • Location


Malaysia
  • Kuala Lumpur
  • Description

Primary Objective:

  • Management of equity portfolios within its mandates and strategy
  • Daily monitoring of portfolios position and stock prices, portfolio rebalancing and execution of trade orders
  • Perform quantitative analysis including shariah portfolio screening, valuation, comparable company analysis, value driver analysis and performance analysis
  • Assist CIO/CEO on ad hoc basis
  • Grp Shariah papers and Board paper
  • Write up on market review and outlook for clients, annual and interim reports for unit trust funds and other meetings as required
  • Make presentation on investment proposal to potential clients, distributors and internal committees
  • Management of equity portfolios within its mandates and strategy
  • Daily monitoring of portfolios position and stock prices, portfolio rebalancing and execution of trade orders
  • Perform quantitative analysis including shariah portfolio screening, valuation, comparable company analysis, value driver analysis and performance analysis
  • Assist CIO/CEO on ad hoc basis
  • Grp Shariah papers and Board paper
  • Write up on market review and outlook for clients, annual and interim reports for unit trust funds and other meetings as required
  • Make presentation on investment proposal to potential clients, distributors and internal committees

Key Responsibilities:

  • Management of equity portfolios within its mandates and strategy
  • Daily monitoring of portfolios position and stock prices, portfolio rebalancing and execution of trade orders
  • Perform quantitative analysis including shariah portfolio screening, valuation, comparable company analysis, value driver analysis and performance analysis
  • Prepare monthly performance write up for factsheets ( unit trust funds)
  • Prepare monthly performance review report for clients( mandate portfolios)
  • Put together investment proposals and presentation materials for potential clients
  • Attends company visits and interview with its management
  • Clients servicinginclude marketing and attend clients review meeting on monthly basis
  • Assist CIO/CEO on ad hoc basis
  • Grp Shariah papers and Board paper
  • Involved in preparing term sheet, marketing materials, due diligence feedback for new product lines
  • Write up on market review and outlook for clients, annual and interim reports for unit trust funds and other meetings as required
  • Make presentation on investment proposal to potential clients, distributors and internal committees
  • To observe the portfolio is in compliance to mandate/parameters at all times
  • Requirements

Requirements:

Bachelor Degree - Bachelor's Degree in Accounting, Finance, Economics and/or Business or related qualifications.

  • CMSRL Module 9 and Module 10 to be licensed once onboarded
Minimum 2-3 years working experience in credit with exposure to credit risk management and commercial / corporate including credit processing, evaluation and appraisal

Possess strong credit writing and analytical skills
Able to work in a high pressure environment as well as in a team
Excellent verbal communication and interpersonal skills
Proactive, energetic, result oriented and possess good business acumen

  • Benefits
Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays
  • Friday
s, Casual Business Wear, Performance Based Rewards
  • Portfolio Manager

    1 week ago


    Kuala Lumpur, Kuala Lumpur, Malaysia AIA Full time

    FIND YOUR 'BETTER' AT AIA We don't simply believe in being 'The Best'. We believe in better because there's no limit to how far 'better' can take us._ We believe in empowering every one of our people to find their 'better' in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more...

  • Portfolio Manager

    1 week ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Microsoft Full time

    The Portfolio Manager (PM) position is responsible for delivering the full life cycle of real estate activities (plan, design, build/lease, operate, maintain) for Microsoft's real estate portfolio in the region. This role would manage, Singapore, Malaysia, Thailand, Vietnam, and part of Greater China. The position has management responsibility for vendor...


  • Kuala Lumpur, Kuala Lumpur, Malaysia AIA Full time

    Are you ready to shape a better tomorrow?_AIA Digital+ is a Technology, Digital and Analytics innovation hub dedicated to powering AIA to be more efficient, connected and innovative as it fulfils its Purpose to help millions of people across Asia-Pacific live Healthier, Longer, Better Lives.If you are hungry and driven to play an active role in shaping a...


  • Kuala Lumpur, Kuala Lumpur, Malaysia AFYAA SETAPAK Full time

    We are seeking a businesslike, talented and motivated digital marketer executive to join our growing team. In this role, you are be responsible for developing and executing comprehensive digital marketing strategies to drive website traffic, lead generation and brand awareness.Responsibilities: Develop engaging social media content and manage community...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Affin Bank Full time

    Manager, Portfolio AnalyticsCreate your future with Affin You too can make a difference.Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don't just stay at the forefront of the industry - you can make a difference too.Position ObjectiveConduct complex and comprehensive thematic reviews of the Bank's...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full time

    Manager, Merchant Portfolio ManagementIf you are looking to excel and make a difference, take a closer look at us...Key Responsibilities:Strategic Planning Develop the Bank's strategic and tactical plans for payments merchant portfolio management and optimisation initiatives. This include initiatives to increase revenue per merchant, product holdings per...


  • Kuala Lumpur, Kuala Lumpur, Malaysia AFYAA SETAPAK Full time

    Person with great interpersonal skills Person with experience and passion for video/photo shooting and content creation Person who enjoys being in front of the camera Fresh graduates are also encouraged to apply Ability to work independently & responsibly Good communication, teamwork and interpersonal skills Past relevant work experience is a plusJob...

  • Sales Marketing

    1 week ago


    Kuala Lumpur, Kuala Lumpur, Malaysia AFYAA Setapak Full time

    PELUANG KERJAYABERSAMA ANGKASAWAN NEGARAKEMASUKAN SEGERASetapak /Sentul / KLTele Sales/Sale marketing / manager marketing9:00AM - 6:00PM (Waktu Bekerja)Isnin - Jumaat (Hari Bekerja)RM RM 8000 (PENDAPATAN BULANAN)Bonus BulananTerhad kepada 100 orang terawal sahaja LAMBAT TINGGALKeperluanSPM dan keatasBerumur tahunRajin, menepati masa dan dapat mendengar...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Gentari Full time

    Changing how we live today to help secure our future.Join us at Gentari to be part of this exciting, purposeful journey towards a cleaner energy future.Gentarians are passionate about sustainability - our purpose is to solve the world's most pressing sustainable energy needs. Here at Gentari, we move differently. Teams seek out opportunities to work with one...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Swiss Re Full time

    Portfolio Management Actuarial AnalystAbout the TeamThe Portfolio Management (PM) team forms part of L&H Portfolio Steering & Monitoring (PSM) within the Chief Underwriting Office (CUO). The PSM purpose is to generate insights and connect our business to proactively steer L&H in delivering sustainable profit. Portfolio Management APAC covers seven markets -...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Swiss Re Full time

    About the TeamThe Portfolio Management (PM) team forms part of L&H Portfolio Steering & Monitoring (PSM) within the Chief Underwriting Office (CUO). The PSM purpose is to generate insights and connect our business to proactively steer L&H in delivering sustainable profit. Portfolio Management APAC covers seven markets - Australia & New Zealand, China, Hong...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Swiss Re Full time

    About the TeamThe Portfolio Management (PM) team forms part of L&H Portfolio Steering & Monitoring (PSM) within the Chief Underwriting Office (CUO). The PSM purpose is to generate insights and connect our business to proactively steer L&H in delivering sustainable profit. Portfolio Management APAC covers seven markets - Australia & New Zealand, China, Hong...


  • Kuala Lumpur, Kuala Lumpur, Malaysia I SIHAT PERGIGIAN KUALA LUMPUR Full time

    Key Responsibilities: Manage large amounts of incoming phone calls. Generate sales leads. Identify and assess customers' needs as well recommend possible products to achieve satisfaction. Build sustainable relationships and trust with customer through open and interactive communication. Provide accurate, valid and complete information by using the right...


  • Kuala Lumpur, Kuala Lumpur, Malaysia British American Tobacco Full time

    BAT is evolving at pace - truly like no other organisation.To achieve the ambition, we have set for ourselves, we are looking for colleagues who are ready to live our ethos every day. Come be a part of this journeyROLE PROFILEJOB TITLE:Portfolio Planning ManagerFUNCTION:IDT (Information & Digital Technology) ServicesCITY & COUNTRY:Selangor, MalaysiaPURPOSE...


  • Kuala Lumpur, Kuala Lumpur, Malaysia BASF SE Full time

    Digital Hub Kuala Lumpur attracts, inspire and develop diverse talents who will elevate BASF's digital journey. As one of the world's largest chemical companies, BASF is on a mission to create chemistry with a sustainable future. The Digital Hub Kuala Lumpur, alongside four other Digital Hubs across the globe are part of the technology powerhouse driving our...


  • Kuala Lumpur, Kuala Lumpur, Malaysia BASF SE Full time

    Digital Hub Kuala Lumpur attracts, inspire and develop diverse talents who will elevate BASF's digital journey. As one of the world's largest chemical companies, BASF is on a mission to create chemistry with a sustainable future. The Digital Hub Kuala Lumpur, alongside four other Digital Hubs across the globe are part of the technology powerhouse driving our...


  • Kuala Lumpur, Kuala Lumpur, Malaysia BASF SE Full time

    Digital Hub Kuala Lumpur attracts, inspire and develop diverse talents who will elevate BASF's digital journey. As one of the world's largest chemical companies, BASF is on a mission to create chemistry with a sustainable future. The Digital Hub Kuala Lumpur, alongside four other Digital Hubs across the globe are part of the technology powerhouse driving our...

  • Portfolio Analyst

    2 months ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Chubb Full time

    Job DescriptionThe position is responsible for creating and maintaining monitoring processes to track the portfolio performance in order to provide business recommendations for profitability and production enhancement; assisting Personal Lines Underwritting Management to produce pricing analysis for Personal Lines products.Major duties and...

  • Portfolio Analyst

    4 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Chubb Full time

    Job DescriptionThe position is responsible for creating and maintaining monitoring processes to track the portfolio performance in order to provide business recommendations for profitability and production enhancement; assisting Personal Lines Underwritting Management to produce pricing analysis for Personal Lines products.Major duties and...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Affin Bank Full time

    Executive, Portfolio Surveillance & MonitoringCreate your future with Affin You too can make a difference.Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don't just stay at the forefront of the industry - you can make a difference too.Job purpose: Continuously institute proactive & preemptive...