Portfolio Strategy Specialist
5 days ago
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.
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