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Relationship Manager, Corporate
4 weeks ago
To involve in all aspects of client servicing which includes the acquisition of new clients, the retention and servicing of existing clients, and interaction with the Investment and Product teams to meet clients' investment needs.
Responsibilities
- Engagement with corporates and public sector institutions by providing investment advice and recommendations on direct mandates and collective investment schemes to meet their risk-return requirements.
- Communicate the firm's investment process, strategy and decision in oral and written form as well as conduct client presentations. Client presentations may include but not limited to monthly commentaries, quarterly performance reviews, and annual market outlook and update on the sector and economy.
- Enhance clients' experience from on-boarding new clients to providing training sessions, attending to clients' inquiries and issues promptly, and organizing events and functions for clients.
- Collaborate with the investment team and product team to structure mandates and funds, respectively, which meet client requirements.
- Collaborate with other sales channels within the firm for referrals and leverage on regional branches and bank branches' presence for greater access and reach to investors.
- Ensure best practice and self-governance on regulatory requirements are adhered by working with the compliance team to safeguard the interest of clients and the firm.
Requirements
- Candidates with a recognized degree and/or professional qualification in Marketing, Business Communication, Economics, or Finance demonstrating strong academic record. Other degrees may also be considered.
- Candidates with minimum of three (3) years working experience as fund managers / relationship managers at fund management, unit trust, and/or private banking industry are strongly encouraged to apply. Candidates with other working experience may also be considered.
- Candidate must be highly self-motivated and demonstrate strong willingness to learn and appreciate investment knowledge and products, continuous effort to acquire knowledge and skill sets to be able to provide total investment solutions to clients.
- Candidates with excellent interpersonal and communication skills to interact with different levels of stakeholders and employees.
- Candidates who demonstrate business acumen and strong commercial / entrepreneurial drive.
- Candidates showing the potential for integrating with and working within high-performance sales teams with a strong collaborative culture.
- Candidates with a strong appreciation of the values of integrity, teamwork and excellence.
- Candidates who are able to adapt to challenging situations, manage time efficiently and multi-task.
- Candidates licensed by Securities Commission Malaysia, Bank Negara Malaysia and/or Federation of Investment Managers Malaysia are welcomed to apply.
At AHAM Capital, people are its greatest assets. We value diversity and inclusivity. To us, this means bringing together a group of qualified professionals with a varied range of skillset and experiences into a fair and respectful workplace to harness the strengths of cultural and individual differences for the accomplishment of our collective goal.
We believe in equal opportunity in employment and treating all individuals with respect and dignity. Our employment decisions are guided by an objective assessment of the candidate, irrespective of ethnicity, religion, gender, nationality and other non-merit factors.
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