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Portfolio Management Expert

3 weeks ago


Petaling Jaya, Selangor, Malaysia Bank of Singapore, Asia's Global Private Bank Full time

About the Role

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  • We are seeking a highly skilled Investment Advisor to join our team in Malaysia.

Main Responsibilities

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  1. Develop and implement customized investment portfolios that align with our clients' needs and expectations.
  2. Work closely with our relationship managers to identify new business opportunities and deliver exceptional client service.
  3. Analyze market trends and economic data to stay up-to-date on the latest investment opportunities.
  4. Collaborate with our internal teams to ensure seamless execution of investment strategies and maintain high standards of regulatory compliance.
  5. Stay current with industry developments and best practices to continuously improve our investment offerings.

Requirements

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  • A minimum of 8-10 years of experience in investment advisory or a related field.
  • A degree from a reputable university in Business, Economics, Finance, Accounting, or a related discipline.
  • Possession of relevant professional certifications such as CMSRL Investment Advice License on Fund Management (Module 9 & 10) or Investment Advisory (Module 19 & 12).
  • Demonstrated expertise in investment analysis, portfolio management, and financial planning.

Benefits

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  • A competitive salary package.
  • A comprehensive benefits program including medical, dental, and life insurance.
  • A generous bonus structure tied to individual and company performance.
  • Ongoing training and development opportunities to enhance your skills and knowledge.

Culture

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  • We value teamwork, collaboration, and open communication.
  • We foster a culture of innovation, creativity, and continuous learning.
  • We recognize and reward outstanding performance and contributions to the company's success.