Portfolio Strategy Specialist

5 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia AmBank Group Full time

Ambank Group is looking for a highly skilled professional to fill the role of Investment Insight & Consultant. The selected candidate will be responsible for proposing investment portfolio solutions based on client needs and collaborating closely with the Product Management team.

Job Summary:
  • Jointly work with frontline sales to develop investment strategies that meet client requirements.
  • Contribute to enhancing existing investment services through wealth planning, portfolio management, and product selection.
  • Provide investment advice tailored to clients' risk profiles and house views.
  • Support Relationship Managers in structuring client portfolios according to risk appetite and provide corresponding portfolio adjustment advice.
  • Enhance cross-sell ratio through investment solution diversification and increase Investment AUM growth.
  • Lead regulatory and compliance initiatives.
  • Maintain Bank's internal control standards and implement Group/Retail Compliance Policy.

The successful candidate will possess a Bachelor's degree in Finance, Economics, Management, Banking, or Accountancy, and at least 3-5 years of experience in the Financial Industry, preferably in fund and/or wealth management. Sales/sales management experience in the Financial Industry is also desirable. Possessing FIMM & IPPC licenses would be an added advantage.



  • Kuala Lumpur, Kuala Lumpur, Malaysia MAL RiskMgt - Portfolio Analytics & Reporting Full time

    Job SummaryThe role involves preparing portfolio risk reports on a timely and accurate basis for senior management, including Board Risk, Credit Committees, and Regulators. Additionally, the successful candidate will work closely with stakeholders to identify stress segments or pockets of opportunities to support risk and return...


  • 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 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 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 Turner & Townsend Plc. Full time

    SEA Bid Strategy SpecialistFull-timeDepartment: Business supportTurner & Townsend Plc is a global professional services company with a strong presence in Southeast Asia. We provide innovative solutions to our clients across real estate, infrastructure, energy and natural resources.As a Bid Strategy Specialist in our SEA team, you will be responsible for...


  • 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 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...

  • IT Strategy

    6 days ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Webby Group Full time

    The Seniority level of this position is Mid-Senior, and the Employment type is Full-time. The Job function is Information Technology and Strategy/Planning. As an IT Strategy & Planning Specialist, you will work on cutting-edge AI and cloud projects with top-tier clients.What We OfferCompetitive salary and performance-based commissions.Career growth in a...


  • Kuala Lumpur, Kuala Lumpur, Malaysia MVC Resources Full time

    MVC Resources is a leading company in the real estate sector, known for its innovative approach to asset management.Job DescriptionThis position is responsible for developing and implementing strategies to enhance the value and performance of the real estate portfolio.The successful candidate will formulate marketing strategies to maximize revenue and...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Acestar Sdn Bhd Full time

    Digital Marketing StrategistAcestar Sdn Bhd is seeking a highly skilled digital marketing professional to join our team as a Digital Strategy Specialist. The ideal candidate will have experience in digital marketing, marketing operations, and strategy planning.About the RoleThis role will be responsible for developing and executing digital marketing...


  • Kuala Lumpur, Kuala Lumpur, Malaysia SMEC Full time

    SMEC is seeking a Renewable Energy Portfolio Developer to develop and implement business strategies that drive growth in the company's Energy - Fuels portfolio in Malaysia.The ideal candidate will have a strong background in renewable energy and project management, with excellent leadership and communication skills.Responsibilities include:Developing and...

  • Portfolio Lead

    2 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 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 Standard Chartered Life and Careers Full time

    Job SummaryWe are seeking a highly skilled and experienced Test Strategy Specialist to join our team. As a key member of our quality assurance function, you will be responsible for developing and implementing test strategies to ensure high-quality software delivery.About the RoleKey Responsibilities:Develop and implement test strategies to ensure...


  • 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 Aceolution Full time

    Aceolution Federal Territory of Kuala Lumpur, MalaysiaStrategy & Operations SpecialistThe Go-to-Market (GTM) Strategy and Operations organization collaborates with our Cloud sales organization to develop go-to-market strategies, deliver business insights through analytics, ensure cross-functional alignment, and drive strategic partnerships and initiatives....


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

    We are seeking a seasoned professional to fill the role of Investment Insight & Consultant at AmBank Group. As a key member of our team, you will be responsible for proposing investment portfolio solutions based on client needs and collaborating closely with the Product Management team.Responsibilities:Jointly work with frontline sales to develop investment...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Businesslist Full time

    Job OverviewAs a key member of our Businesslist team, you will play a vital role in driving business transformation through effective portfolio management.Reporting directly to [Manager's Name], you will be responsible for developing and managing a comprehensive delivery plan that aligns with overall business themes and priorities.


  • Kuala Lumpur, Kuala Lumpur, Malaysia Talent Outsource Sdn Bhd Full time

    Job Description:Talent Outsource Sdn Bhd is seeking a skilled Marketing Strategy Specialist to join our team. As a key member of our marketing team, you will be responsible for developing and executing compelling marketing campaigns that promote our outsourcing solutions to businesses in high-cost labor markets.In this role, you will create and implement...


  • Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Full time

    We are looking for a Merchant Portfolio Manager to join our team at OCBC. In this role, you will be responsible for working with CFS and Merchant teams to acquire new merchants and grow sales from different channels within an assigned portfolio.The ideal candidate will have strong analytical and problem-solving skills, as well as the ability to communicate...