Portfolio Management Specialist

1 week ago


Kuala Lumpur, Kuala Lumpur, Malaysia Universal Trustee Full time
Job Description:

We are seeking a skilled Portfolio Management Specialist to join our team at Universal Trustee. In this role, you will be responsible for the administration of corporate trust, private trust, and custodian portfolios.

Your key responsibilities will include handling the opening and closing of accounts, managing clients' instructions, and preparing and monitoring placement of funds for client's accounts.

You will also be required to attend meetings with clients, solicitors, bankers, advisors, accountants, and relevant stakeholders, as well as prepare proxy forms and facilitate EGMs, AGMs, and other meetings.

To succeed in this role, you will need to have strong communication and organizational skills, be able to work independently and under pressure, and possess excellent time management and computer literacy skills.

The ideal candidate will have a minimum of 1 year of relevant experience and a Degree in Law, Accounting, Business Studies, Administration, or Economics. Experience in engaging with issuers, bondholders, investment bankers, solicitors, and regulators will be an advantage.



  • Kuala Lumpur, Kuala Lumpur, Malaysia Prudential Hong Kong Limited Full time

    We are seeking a highly skilled Equity Portfolio Specialist to join our Investment Team. As a key member of the team, you will be responsible for managing our equity portfolios and ensuring they meet the required standards.Your primary responsibilities will include:Managing equity portfolios to meet mandate requirementsCovering markets/sectors and...

  • Portfolio Manager

    2 days ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Limited Full time

    Required Skills & Qualifications:Education & Qualifications:Level 4 Diploma or equivalent qualificationA minimum of 3–5 years of experience in wealth management, financial advisory, or private bankingSkills & Competencies:Strong knowledge of financial products, investments, tax laws, and estate planning.Expertise in portfolio management, asset allocation,...


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

    Job SummaryWe are seeking a seasoned Deposit Portfolio Specialist to join our team at OCBC Bank and focus on maintaining and growing our existing deposit portfolio.Main Responsibilities:Analyze client needs and develop strategies to maintain and grow existing deposit portfolio.Provide customized cash management solutions to clients, ensuring alignment with...


  • Kuala Lumpur, Kuala Lumpur, Malaysia GREAT EASTERN Full time

    Job SummaryThis is an exciting opportunity to join our team as a Senior Portfolio Specialist. As a key member of our Investment Division, you will be responsible for managing private equity funds, private real estate funds, and direct real estate transactions.You will work closely with our stakeholders to identify investment opportunities, conduct due...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Procter & Gamble Full time

    Role OverviewAs a Brand Portfolio Specialist at Procter & Gamble, you will be responsible for developing and executing commercial plans for our global brands. The ideal candidate will possess strong business acumen, excellent leadership skills, and the ability to drive innovation and brand growth.Key Responsibilities:Develop and implement comprehensive...


  • Kuala Lumpur, Kuala Lumpur, Malaysia AmanahRaya Investment Management Sdn Bhd Full time

    Add expected salary to your profile for insightsDevelop and implement the company's ESG strategy to align with regulatory requirements and market best practices.Integrate ESG considerations into the investment decision-making process and risk management framework.Collaborate with internal stakeholders to ensure ESG goals align with the company's overall...


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

    About the OpportunityWe are looking for a seasoned Portfolio Development Specialist to join our team at Standard Chartered Life and Careers. This is an exciting opportunity to contribute to our business transformation efforts, driving growth and improving operational efficiency.Key Responsibilities:Develop and Implement Portfolios: Design and execute...


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

    Job Description - Middle Market Portfolio Manager (Johor Bahru Branch)About the RoleWe are seeking a skilled Relationship Manager to join our team and lead our Middle Market customer portfolio. As a key member of our sales team, you will be responsible for driving revenue growth through sound credit evaluation, wallet sizing, and account planning.Key...


  • 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 OCBC Bank Full time

    Join Our TeamAs a Treasury Specialist at OCBC Bank, you will play a critical role in delivering exceptional customer service and driving business growth through strategic investment advice and portfolio management.


  • Kuala Lumpur, Kuala Lumpur, Malaysia RBC Full time

    About the JobWe are seeking an experienced Credit Risk Analyst to join our team, responsible for managing the Global Credit Portfolio and ensuring that all credit agreements are up-to-date and in compliance with regulatory requirements.The successful candidate will have a strong academic background in business, finance, or economics and at least 1-3 years of...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Askheadhunter Full time

    Job DescriptionAs a Stock Market Specialist at Askheadhunter, you will play a critical role in helping our clients achieve their financial goals. Your primary responsibilities will include:Providing personalized investment advice to clients based on their individual circumstances.Managing client portfolios to ensure optimal returns and minimize risk.Staying...


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

    Job DescriptionTreasury Specialist - Premier OpportunityThis is an exciting opportunity to join OCBC Bank's Premier team as a Treasury Specialist. In this key role, you will provide exceptional investment advisory services to our High Net-Worth Individual (HNWI) clients, leveraging your expertise to deliver outstanding results.Key Responsibilities:Establish...


  • Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Full time

    Portfolio Optimization Manager Job DescriptionThe Portfolio Optimization Manager will be responsible for ensuring the optimal performance of Retail Portfolio. This includes closely monitoring portfolio performance, managing credit quality and pre-empting potential broadening of credit deterioration.Key ResponsibilitiesClosely monitor portfolio performance to...

  • Portfolio Manager

    1 week ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Plaza Premium Group Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our team at Plaza Premium Group. As a key member of our asset management department, you will play a critical role in optimizing our portfolio's performance and driving strategic initiatives.Key Responsibilities:Assist in formulating and executing asset management strategies to enhance...


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

    Managing Director (Malaysia)At MVC Resources, we are seeking a seasoned Asset Management professional to join our team. This role will focus on developing and implementing strategies to enhance the value and performance of our real estate portfolio.Key ResponsibilitiesGather, validate, organize, and analyze data related to our properties to generate...


  • Kuala Lumpur, Kuala Lumpur, Malaysia OSK Ventures International Berhad Full time

    OSK Ventures International Berhad is a leading venture debt fund provider seeking an experienced Investment Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for sourcing, evaluating, and managing investments in our venture debt fund portfolio.About the RoleYou will drive business targets and key performance...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Prudential Hong Kong Limited Full time

    Job DescriptionAs an Insurance Portfolio Manager at Prudential Hong Kong Limited, you will be responsible for reviewing and assessing claims, making accurate decisions, and liaising with hospitals. You will also manage the health assessment portfolio, monitor productivity, and work with agencies and panel hospitals to ensure effective operations.Key...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Gaia Investment Partners Full time

    About the Role:We are seeking an experienced portfolio manager to join our team at Gaia Investment Partners. The successful candidate will be responsible for overseeing our private equity investments, analyzing portfolio performance, and providing strategic recommendations to the investment team.Main Tasks:Maintain portfolio models to evaluate fund returns,...


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

    Manager, Portfolio Management (Payments, Partnership & Unsecured Lending)Job Responsibilities:Develop relevant and cost-efficient strategies supported by analytics and financial data targeted at segmented customer base in order to drive: 1) Portfolio Sales ENR, 2) Channel management and drive sales targets for assigned sales channels, 3) Other existing...