Portfolio Development Specialist

2 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full time
About the Role

In this exciting role as a Portfolio Development Specialist, you will have the opportunity to work closely with Private bankers to develop best-in-class solutions for our high-net-worth clients.

  • 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.
Responsibilities
  • 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.
Qualifications
  • 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.
Skills Required
  • 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.


  • Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full time

    About the RoleAs a Portfolio Management Specialist at Hong Leong Bank, you will be responsible for developing and implementing strategies to drive portfolio sales and manage risk. Your expertise in financial analysis and data-driven decision-making will enable you to identify opportunities and mitigate potential risks.You will work closely with...


  • Kuala Lumpur, Kuala Lumpur, Malaysia CBRE Group, Inc. Full time

    Our Team: At CBRE Group, Inc., we are proud to have a talented and dedicated team of professionals who share our commitment to excellence. Our team members come from diverse backgrounds and bring a wealth of experience and expertise to the table. We are always looking for talented individuals who share our passion for delivering exceptional results and...

  • Portfolio Lead

    4 days ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Celcom & Digi Full time

    Celcom & Digi is seeking a skilled Portfolio Management, Senior Specialist to lead the CelcomDigi Portfolio. The ideal candidate will have 15-20 years of experience in portfolio management, aligning investments with company vision, prioritizing resources, and conducting cost-benefit analysis.Key ResponsibilitiesDevelop and implement a strategic portfolio...


  • Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Full time

    Role SummaryWe are looking for a highly motivated and results-driven Relationship Manager, Commercial Banking to join our team at OCBC. The successful candidate will be responsible for developing and executing strategies to drive business growth and build strong relationships with our customers.Main Responsibilities:Manage a portfolio of existing Commercial...


  • Kuala Lumpur, Kuala Lumpur, Malaysia GE Vernova Full time

    We are seeking a highly skilled Customer Portfolio Manager to lead small projects with low risks and resource requirements. In this role, you will explain information, developing skills to bring team members to consensus around topics within your field.You will convey performance expectations and handle sensitive issues. The ideal candidate will have strong...


  • Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Full time

    As a Risk Management Specialist - Consumer Portfolio at OCBC, you will be responsible for ensuring the overall credit quality of our consumer portfolio.ResponsibilitiesPreparation of portfolio risk reports on a timely and accurate basis.Collaboration with stakeholders to identify stress segments or pockets of opportunities.Monitoring new product rollouts and...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Full time

    About the RoleWe are seeking a highly skilled Regulatory Initiatives Portfolio Specialist to join our team. The successful candidate will play a key role in supporting the setup of the first line MRC Risk and Control framework, along with managing business analysis and change management requirements within the CIB Regulatory Initiatives portfolio.Key...


  • Kuala Lumpur, Kuala Lumpur, Malaysia SEEK Full time

    We are committed to helping people find meaningful work and assisting businesses thrive.Our corporate sales function is responsible for developing and maintaining relationships with key clients.This role will focus on leading all aspects of relationship development, new product adoption, diversification, and revenue growth for a portfolio of Marque...


  • Kuala Lumpur, Kuala Lumpur, Malaysia S&P Global Full time

    Role SummaryThe Portfolio Monitoring Specialist position is responsible for delivering results in a fast-paced environment. The team member will work closely with Project Managers of our global teams to ensure the successful completion of onboarding Private Equity and Venture Capital Clients to the iLEVEL platform.The ideal candidate will have experience...


  • Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

    **Portfolio Development Expert**We are looking for an experienced Portfolio Development Expert to join our corporate banking team at OCBC Bank.In this role, you will be responsible for managing a portfolio of large-sized corporate clients, evaluating their financing applications, processing credit propositions, conducting credit reviews, and marketing and...


  • Kuala Lumpur, Kuala Lumpur, Malaysia AEON Credit Service (M) Berhad Full time

    As a Business Development Specialist, you will play a key role in driving the growth and performance of our credit card portfolio. This is a full-time position located in Kuala Lumpur, offering opportunities to contribute to the strategic objectives of a leading financial services provider.About the RoleYou will be responsible for analyzing credit card...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Chubb Full time

    About the JobThe Senior Portfolio Analyst role at Chubb involves analyzing large datasets to gain insights into production and claims trends, customer behavior and market conditions. The successful candidate will have a strong background in data analysis and portfolio management.Key Responsibilities:Data Analysis: Gather, clean and analyze large datasets to...


  • 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 HSBC Full time

    HSBC is one of the largest banking and financial services organisations in the world, operating in 62 countries and territories.We're seeking a Programme and Project Services Manager to lead our Project Management Office (PMO) of a Portfolio/programme, supporting change initiatives within the Portfolio independently and acting as the right-hand person for...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Chubb Full time

    About the RoleWe are seeking an experienced Portfolio Management Specialist to join our team at Chubb. The successful candidate will be responsible for analyzing large datasets to extract insights into production and claims trends, customer behavior and market conditions.Key Responsibilities:Gather and clean large datasets to identify patterns and trends in...


  • Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time

    Empowering Customers through Exceptional ServiceHSBC serves 41 million customers worldwide, with 6.7 million being international. Our primary focus areas encompass Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and the Chief Operating Office.We are currently seeking skilled professionals to join our Wealth and...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Finspiration Advisory I Wealth Management Full time

    We are seeking highly motivated and results-driven individuals to join our team at Finspiration Advisory I Wealth Management.About the Opportunity:We offer customized wealth management solutions to meet clients' diverse financial needs.We build strong relationships with clients to ensure their satisfaction and trust.We identify and develop new business...


  • Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

    About the RoleWe are looking for a seasoned Business Development Specialist to join our Commercial Banking team. As a key player, you will be responsible for identifying and pursuing new business opportunities, managing and growing our customer portfolio, and collaborating with product specialists to cross-sell banking products.Key ResponsibilitiesBusiness...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Celcom & Digi Full time

    Press Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert:Date: 3 Feb 2025Requisition ID: 13624Employment Type: PermanentLocation:CD Tower, MYDivision: TRANSFORMATIONLead the CelcomDigi Portfolio to match investments with company goals, use resources wisely, and get the most value. Manage and adjust priorities as needed. Check...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Experian Health Full time

    About the RoleWe are seeking a skilled Business Product Lead to drive product development and growth across our portfolio of products. The successful candidate will have a strong understanding of user experience and user-centered design processes.The ideal candidate will have 5+ years of experience in a commercial and product management role in a B2B...