Investment Solutions Manager
2 days ago
We are looking for a highly skilled Investment Solutions Manager to join our team at Hong Leong Bank. As a Portfolio Counsellor, you will be responsible for promoting the full product range to meet clients' needs through advisory managed and discretionary portfolio management.
- To apply market knowledge in advisory, advisory managed and discretionary portfolio management to promote the full product range to meet client's needs.
- Work closely with Private bankers to develop best roadmap for clients on asset allocation which are in line with client risk profile, the bank's investment strategy and adhere to internal compliance and local regulations.
- Develop plans to increase product awareness amongst private bankers and clients on new product offerings.
- Hit or exceed revenue forecasts and ultimately meet customer needs by driving new investment flows and retain existing business.
- Collaborate strategically with Management teams of other business segments and sales channels to solicit high net worth referral, upgrade and business opportunity.
- Responsible for achieving targets and contributing towards the Private Banking business, in line with the bank's Wealth Management Strategy.
- Responsible for PBC audit and compliance in line with the Bank's internal policy, standard and procedures and other regulatory requirements.
- Undergraduate degree in Accounting/Banking/Investment/Finance or a related field from any recognized university.
- At least 10 years of relevant banking and wealth management experience.
- At least 5 years of relevant experience in UHNW/HWN banking and wealth management products and related experience.
- Proven track record of accomplishment in the management of HNW segment.
- Excellent commercial acumen, analytical and interpersonal skills.
- Leadership skills - able to collaborate with a large diverse team, and foster strong teamwork within Priority Banking Centre.
- Able to make independent decisions with minimal supervision.
- Highly motivated and result-driven.
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Investment Solutions Specialist
21 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia AHAM Asset Management Berhad Full timeCompany OverviewAHAM Asset Management Berhad: A Leader in Investment ManagementAt AHAM Asset Management Berhad, we are dedicated to providing exceptional investment solutions to our clients. Our team of experienced professionals is committed to delivering high-quality service, innovative investment products, and tailored solutions that meet the unique needs...
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Investment Manager Professional
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Federation of Investment Managers Malaysia Full timeJob DescriptionMain Responsibilities:Participate and contribute to the formulation and implementation of FIMM's Strategic Planning and Business Plan.Lead, manage, train, motivate and provide guidance to department to ensure efficient and timely delivery of high quality work, tasks and projects.Responsible for planning the department's resources for the...
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Investment Manager
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeHebden Consulting is seeking a Wealth Planning Specialist to join their expanding global team.The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies.This role requires exceptional relationship management skills, a deep understanding of financial...
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Investment Operations Manager
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia FNZ Full timeCompany OverviewFNZ is a leading provider of wealth management solutions, partnering with over 650 financial institutions and 12,000 wealth managers worldwide. Our platform integrates modern technology with business and investment operations, helping over 20 million people invest in their future. As a Corporate Actions Analyst at FNZ, you will play a...
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Investment Insight
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia AmBank Group Full timePost : Investment Consultant & InsightLocation : Menara AmBank, Jalan Yap Kwan Seng, KLKey Responsibilities:Joint sale with frontline sales and collaborate closely with Product Management team to provide investment portfolio solution based on client needs.Contributes to increase Bank's profitability by enhancing existing investment services in terms of...
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Strategy and Investment Manager
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia Lean Giap Enterprise Sdn. Bhd. Full timeEmployment Type: Full-timeAbout us:Lean Giap Group is an investment holding company with the goal of creating a Sustainable Supply Chain across SEA. We invest in visionaries shaping a sustainable future, innovators whose ideas help manufacturers become more efficient, and solutions that bring benefit to society & environment by creating a circular economy....
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Investment Portfolio Manager
21 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Zurich 56 Company Ltd Full timeInvestment Portfolio ManagerJob ID: 107266Job SummaryWe are seeking a skilled Investment Portfolio Manager to join our team at Zurich 56 Company Ltd. In this role, you will generate insights into various areas of expertise based on data analysis and articulate clear conclusions from complex data sets.Key ResponsibilitiesRetain and document data analyses...
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Manager, Investment
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia CapitaLand Full timeJob Type: Full timePosted On: 2 Days AgoJob Requisition ID: JR003129About UsHeadquartered and listed in Singapore, CapitaLand Investment Limited (CLI) is a leading global real asset manager with a strong Asia foothold. As of 30 June 2024, CLI had S$134 billion of assets under management, as well as S$100 billion of funds under management held via six listed...
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Manager, Investment
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia CapitaLand Full timeAbout UsHeadquartered and listed in Singapore, CapitaLand Investment Limited (CLI) is a leading global real asset manager with a strong Asia foothold. As at 30 June 2024, CLI had S$134 billion of assets under management, as well as S$100 billion of funds under management held via six listed real estate investment trusts and business trusts and a suite of...
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Investment Management Professional
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Zurich 56 Company Ltd Full timeAt Zurich 56 Company Ltd, we are seeking a highly skilled Investment Management Professional to join our team.About the Role:This is a key position within our organization, responsible for generating insights into various areas of expertise based on data analysis.The successful candidate will articulate clear and actionable conclusions from complex data...
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AVP Investment Management
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Zurich Australian Insurance Ltd. Full timeInvestment ProfessionalWe are seeking a highly 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.You will have discretion to invest in assets and be responsible for investment...
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Investment Business Management, Manager
1 day ago
Kuala Lumpur, Kuala Lumpur, Malaysia Zurich 56 Company Ltd Full timeInvestment Business Management, ManagerJob ID: 107266Job SummaryGenerates insights into a specific area of expertise (macro, markets, asset classes, regulatory etc.) based on data analysis. Articulates clear and actionable conclusions out of complex data sets.Job FunctionsRetains and documents data analyses according to company's policy.Keeps abreast of the...
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Senior Manager, Investment IT
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia AIA Hong Kong and Macau Full timeSenior Manager, Investment ITApply locationsKuala Lumpur, AIA Digital+ MalaysiaTime type: Full timePosted on: Posted 18 Days AgoJob requisition id: JR-55203Are 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 fulfills its...
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Investment Portfolio Manager
21 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Newfields Group Full timeJob DescriptionWe are looking for an experienced Investment Analyst to join our team at Newfields Group. The successful candidate will have a strong background in financial analysis and be proficient in Excel.ResponsibilitiesConduct financial statement analysis and develop investment recommendations.Maintain and update our Excel models to track market trends...
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Equity Investment Specialist
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Zurich 56 Company Ltd Full timeAbout the RoleZurich 56 Company Ltd seeks an experienced AVP Equity Portfolio Management professional to lead the development and execution of strategic investment plans. This key role involves managing multiple portfolios, collaborating with stakeholders, and driving business growth through innovative solutions. As a Senior Investment Analyst AVP, you will...
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Investment Business Management, Manager
1 day ago
Kuala Lumpur, Kuala Lumpur, Malaysia Zurich Full timeJob SummaryGenerates insights into a specific area of expertise (macro, markets, asset classes, regulatory etc.) based on data analysis. Articulates clear and actionable conclusions out of complex data sets.Job FunctionsRetains and documents data analyses according to company's policyKeeps abreast of latest and relevant advancements in area of expertise and...
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Investment Portfolio Manager
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full timeJob RequirementsTo succeed as a Investment Portfolio Manager at Maybank, you will need to possess a strong academic background, relevant professional certifications, and significant experience in the finance industry.The key requirements of this role include:Possessing a Bachelor's degree or higher in Business Studies/Administration/Management, Economics,...
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Assistant Sales Manager, Investment
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Asia Vision Capital Sdn Bhd Full time1 week ago Be among the first 25 applicantsDirect message the job poster from Asia Vision Capital Sdn BhdVice President | Venture Capital | Private Equity | MBAAssistant Sales Manager, Investment, is responsible for client origination of promoting the company's Real Estate Investment Trust (REIT) products to institutional investors, high-net-worth...
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Investment Portfolio Manager
21 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Zurich Full timeJob SummaryWe are seeking an experienced Investment Business Management professional to join our team at Zurich. As a key member of our investment analysis area, you will be responsible for generating insights into specific areas of expertise based on data analysis and articulating clear and actionable conclusions from complex data sets.
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Capital Markets Investment Advisor
21 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Public Mutual Berhad Full timeAbout UsPublic Mutual Berhad is a leading investment management company that provides a range of investment solutions to individuals and institutional clients. Our mission is to deliver exceptional investment returns to our clients through a disciplined and consistent approach to investing.We are seeking a highly motivated and detail-oriented Capital Markets...