Portfolio Development Specialist

5 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Full time
Job Description

As a Senior Financial Advisor, you will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You will provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.

About Standard Chartered

We're an international bank that's committed to making a positive difference for our clients, communities, and each other. We have a diverse workforce and welcome applications from people of all backgrounds.

Responsibilities:

  • Managing key relationships with existing and potential customers and providing sound advice in the effective management of their finances in view of portfolio expansion.
  • Acquiring and deepening relationships with New to Bank Priority Bank Clients to identify business opportunities related to own core business products or refer to supporting channels.
  • Marketing and promoting a wide range of banking products and services, i.e. unit trusts, bancassurance, and other retail banking products to potential clients with a starting Asset under Management (AUM) of > 250k and above.

Requirements:

  • Possessing a passion for growing your career in banking wealth sales.
  • Experience in the Financial Services industry, such as a personal banker and/or personal financial consultant would be an added advantage.
  • Candidates with any sales experience are encouraged to apply.
  • Dynamic, result-driven, and self-motivated.
  • Strong interpersonal and communication skills.
  • Relevant certification (FIMM & Bancassurance license).


  • Kuala Lumpur, Kuala Lumpur, Malaysia oilandgasjobsearch Full time

    We're seeking a highly motivated Innovative Product Portfolio Developer to join our team. As a Product Marketing Specialist, you'll serve as a key member of our global product team, developing and maintaining a comprehensive customer-centric product portfolio for the Fittings, Plugs & Receptacles, and Control Stations categories.Your Key...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Public Mutual Berhad Full time

    We are looking for a highly skilled Investment Portfolio Specialist to join our team at Public Mutual Berhad. The successful candidate will be responsible for managing assigned investment portfolios and providing expert advice to clients.Key Responsibilities:Portfolio Management: Manage assigned investment portfolios to achieve optimal returns on...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Morgan Philips Group Full time

    As a Credit Portfolio Specialist, you will play a vital role in managing credit risks and supporting business growth. You will work closely with industry experts to evaluate financial status, monitor existing clients, and perform risk assessments.**Company Overview:**Our client is a prominent financial services group operating through its subsidiaries,...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Mattel Full time

    Job Summary:We are seeking an experienced Data Insights Specialist to join our Portfolio Management team. As a key member of our team, you will be responsible for developing and maintaining forecasting models, providing demand forecasting, and collaborating with global planning functions.Your Key Responsibilities:Develop and maintain forecasting models...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Zurich Australian Insurance Ltd. Full time

    Role OverviewWe are seeking a skilled investment professional to fill the position of AVP Equity Portfolio Management. The successful candidate will be responsible for managing one or more portfolios of securities with different investment mandates and guidelines.As a key member of our investment team, you will have discretion to invest in assets and be...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Experian Asia Pacific Full time

    Job Overview:We are seeking an experienced Portfolio Lead for Product Development to join our team in Experian Asia Pacific. As a Portfolio Lead, you will be responsible for leading the development of multiple products, ensuring timely delivery, and achieving business objectives.The ideal candidate will have a strong background in product management, with...


  • Kuala Lumpur, Kuala Lumpur, Malaysia MISC Group Full time

    MISC Group is seeking a Corporate Strategy Analyst to support our Senior Manager in strategic analysis, including portfolio management, competitor benchmarking, and market intelligence.About the PositionThis role involves working closely with the strategic planning team to provide data-driven insights that shape long-term corporate strategies, business...


  • Kuala Lumpur, Kuala Lumpur, Malaysia J RECRUIT FIRM Full time

    We are seeking an experienced International Trade Development Specialist to join our team. As an International Trade Development Specialist, you will be responsible for identifying business opportunities and negotiating with potential clients to create profitable accounts.You will work closely with our sales team to drive new account sales and build a...


  • Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Full time

    Job SummaryWe are seeking a highly skilled Portfolio Manager Director to join our team at OCBC. The successful candidate will be responsible for managing our retail portfolio and ensuring it remains within our risk appetite.Key Responsibilities:Lead the development and implementation of portfolio management strategies.Monitor and analyze portfolio...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Foreign, Commonwealth and Development Office Full time

    **Job Description:**We are seeking a highly skilled Trade Policy Specialist to join our team at the Foreign, Commonwealth and Development Office in Kuala Lumpur.The successful candidate will support engagement on our trade policy (including CPTPP membership) and market access work to grow the bilateral trade relationship between the UK and Malaysia.This is...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Zurich Full time

    Role DescriptionWe are looking for a skilled Broker Portfolio Manager to join our team. The successful candidate will provide support to the Head of Department and related parties in sales, administration, and management work.A degree or equivalent and at least 8 years of sales experience in the General broking segment is required.You will develop and...


  • Kuala Lumpur, Kuala Lumpur, Malaysia PolicyStreet Full time

    As a Business Growth Professional at PolicyStreet, you'll be responsible for driving the growth of our Employee Benefits portfolio through strategic planning and execution.Key ResponsibilitiesDevelop and execute strategic plans to grow our EB portfolio.Build and maintain strong relationships with clients and their key stakeholders.Mentor and develop the...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Zurich Australian Insurance Ltd. Full time

    About the RoleThis is a challenging and rewarding opportunity to join our investment team as an AVP Equity Portfolio Management. As a key member of our team, you will be responsible for managing one or more portfolios of securities with different investment mandates and guidelines.You will have discretion to invest in assets and be responsible for investment...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Zurich Australian Insurance Ltd. Full time

    Job SummaryWe are looking for a talented investment professional to fill the position of AVP Equity Portfolio Management. The successful candidate will be responsible for managing one or more portfolios of securities with different investment mandates and guidelines.You will have discretion to invest in assets and be responsible for investment decisions....


  • Kuala Lumpur, Kuala Lumpur, Malaysia Net2Source Inc. Full time

    We are seeking a highly skilled and motivated individual to join our team as a Sales and Business Development Specialist. About the Role:In this role, you will be responsible for contacting new and existing clients to identify sales opportunities and provide them with tailored solutions. You will also be responsible for improving client experience by driving...


  • Kuala Lumpur, Kuala Lumpur, Malaysia AmBank Group Full time

    Job DescriptionOverview:As a key member of the AmBank Group, you will play a crucial role in providing investment portfolio solutions to clients based on their needs. Collaborating closely with the Product Management team and frontline sales, you will contribute to increasing Bank's profitability by enhancing existing investment services.Key...

  • Portfolio Lead

    5 days ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Experian Full time

    Role SummaryThis Portfolio Lead - Products role is responsible for the complete product lifecycle, including market requirements, commercial justification, defining, launching, development roadmaps, and customer satisfaction.You will develop the product strategy and lead existing product development or changes via innovation, market analysis, customer...


  • Kuala Lumpur, Kuala Lumpur, Malaysia GuocoLand (Malaysia) Berhad Full time

    About the JobWe are seeking a Portfolio Performance Director to lead the financial management and reporting of our property investment portfolio. As the successful candidate, you will be responsible for ensuring compliance with regulatory requirements and driving strategic decision-making.Key ResponsibilitiesDevelop and implement financial strategies to...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Public Mutual Berhad Full time

    At Public Mutual Berhad, we are seeking a skilled Portfolio Equity Manager to join our team. As a key member of our investment team, you will be responsible for managing assigned investment portfolios effectively by formulating and executing appropriate investment strategies.Responsibilities:Optimize Investment Portfolios: Develop and implement investment...

  • Portfolio Manager

    2 days ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Fusion Consulting GmbH Full time

    At Fusion Consulting GmbH, we strive for excellence in delivering innovative solutions to our clients in the Life Sciences industry. As a PMO Consultant, you will play a vital role in overseeing project portfolios, ensuring efficient execution, and maintaining project governance standards.Key responsibilities include:Developing and maintaining project...