Investment Specialist
5 days ago
Position: Investment Specialist
Job Responsibility
- To oversee customer’s investment portfolio, strengthen the investment business and play an active role in developing the competencies and capabilities of Relationship Manager in full range of investment solutions.
- Perform joint appointment with Relationship Managers with the goal of building a stronger consulting capabilities
- Constant engagement with Relationship Managers to develop their knowledge in financial markets and investment solutions.
Job Requirement
- Minimum 3-4 year of relevant experience in a front-line capacity with Wealth Management products
- A solid understanding of financial markets and the ability to articulate investment views and provide solutions to all level (internally or externally)
- Exceptional understanding of full range of investment expertise in wealth management and related product, services and processes.
- Able to listen and interpret, to gather information, to negotiate, respond or inspire at all level of interaction and cope with ambiguities
- Able to demonstrate leadership qualities in term of role model and in creative thinking.
- Able to coach RM to increase competencies in financial solutions and strengthen their consulting abilities
- Accreditation in FIMM and IPPC
**Job Types**: Full-time, Permanent
**Salary**: Up to RM10,000.00 per month
Schedule:
- Monday to Friday
Supplemental Pay:
- Performance bonus
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