Investment Consultant, Private Wealth

1 week ago


Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full time

Maybank WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Job Responsibility:

  • Implement and drive Investment "Business Strategies", focusing on Private Wealth clients to achieve pre-set targets for investment fee based income, asset under management (AUM), cross sell ratio and increase number of new investment clients.
  • Joint sales call with CAs and provide investment advisory support i.e. asset allocation and portfolio rebalance to clients based on clients' needs and risk profiles.
  • Be the point of reference for CAs on Investment products, fund performance, campaigns and enforcer for sales process and governance.
  • Conduct research, analysis and write up on funds, equities and market updates.
  • Execute action plans to address any gaps and undertake corrective measures to achieve Investment targets.
  • Work closely with Head, Private Wealth for joint-assessment of CAs' competencies and skills. Implement training programs and coaching new and existing CAs.

Job Requirement:

  • Possess at least a Bachelor's Degree, Professional Degree or Master's Degree in Business Studies/Administration/Management, Economics, Finance/Accountancy/Banking or equivalent.
  • CFA or ACCA qualification (or any similar qualification) along with CMSA Module 12 and 19a license will be an added advantage.
  • Minimum 5 years' experience in banking with solid knowledge investment research, analysis, advisory or any related investment experience e.g. Finance & Economics, Fixed Income, Equities, Investment Structured Products, Forex and Unit Trust.
  • Proficient in utilising Microsoft Excel, Word and Powerpoint.
  • Good communication and interpersonal skills with the ability to interact with people at all levels.
  • Proficient in English, Bahasa Melayu. Mandarin will be an added advantage.
Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Analyst, Consulting, and Sales

Industries

Investment Banking, Investment Advice, and Venture Capital and Private Equity Principals

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