Financial Portfolio Manager
2 days ago
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 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.
-
Financial Portfolio Manager
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full timeWe seek a highly skilled and experienced Financial Portfolio Manager to join our team in Kuala Lumpur. As a key member of our corporate banking department, you will be responsible for managing assigned real estate portfolios, conducting thorough credit analysis, and providing recommendations to enable informed decision-making.ResponsibilitiesManage assigned...
-
PAR, Consumer Portfolio Analyst
4 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia MAL RiskMgt - Portfolio Analytics & Reporting Full timeJob 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...
-
Portfolio Manager Expert
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Bell Ward Malaysia Full timeBecome an integral part of Bell Ward Malaysia's finance team as an Investment Manager/Senior Manager.About the Job:This full-time role involves managing client portfolios, creating financial models, and analyzing market trends.Responsibilities:Portfolio Management: Manage client portfolios to ensure alignment with financial objectives, risk profiles, and...
-
Loan Portfolio Manager
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia JCL Credit Leasing Sdn Bhd Full timeJob Summary:We are seeking an experienced Loan Portfolio Manager to join our team at JCL Credit Leasing Sdn Bhd. The successful candidate will be responsible for managing loan portfolios, identifying potential risks, and developing strategies to minimize defaults.Key ResponsibilitiesManage loan portfolios, identify trends, and assess creditworthiness.Develop...
-
Malaysian Portfolio Manager
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full timeAbout Our ClientOur client is an Independent Financial Advisory firm with a strong presence in Malaysia and London. The company specializes in providing comprehensive wealth management solutions to international expatriates, prioritizing individualized service and tailored financial plans.Job DescriptionThe successful candidate will be responsible for...
-
Portfolio Performance Director
2 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia GuocoLand (Malaysia) Berhad Full timeAbout 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...
-
Portfolio Strategy Specialist
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia AmBank Group Full timeAmbank 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...
-
Portfolio Analyst
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Fatfish Group Limited Full timeWe are seeking a skilled Portfolio Analyst to join our team at Fatfish Group Limited. As a key member of our organization, you will be responsible for analyzing financial data, preparing reports, and supporting business decision-making.This role involves conducting in-depth analysis of existing portfolio companies' performance as well as potential M&A...
-
Portfolio Performance Manager
18 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full timeAbout the Role:The Portfolio Performance Manager is responsible for performing timely segmentation performance reviews to identify risk mitigations for addressing early signs of potential portfolio concerns. You will also preserve portfolio quality through early warning B-score triggered reviews and complete triggered reviews within timeline from receipt of...
-
Senior Fund Accountant
2 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Citibank (Switzerland) AG Full timeWe are seeking a highly skilled Portfolio Manager to join our team in Kuala Lumpur, Malaysia. As a key member of our Fund Accounting team, you will play a critical role in managing investment portfolios and ensuring that all financial activities are accurately recorded and reported.In this role, you will be responsible for analyzing financial data, making...
-
Kuala Lumpur, Kuala Lumpur, Malaysia OneConnect Financial Technology Full timeWe offer a mid-senior level role as a Regional Business Development Manager for Financial Institutions. You will be responsible for building strong relationships with decision makers in the financial services industry, achieving assigned productivity and revenue targets, and maintaining high customer satisfaction ratings that meet company...
-
Financial Services Professional
18 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia EBC Financial Group Full timeThis role is ideal for a skilled professional looking to contribute to the growth of EBC Financial Group, a global financial services provider. As a Client Onboarding Specialist, you will play a crucial part in helping new clients get started with our services. You will be responsible for managing client information and working closely with internal teams to...
-
Portfolio Management Expert
18 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Bank Islam Full timeJob OverviewWe are seeking a Portfolio Management Expert to join our team. The ideal candidate will be responsible for conducting regular reviews of financing assets under the division to assess portfolio health, identify risks, and recommend strategic actions.Credit TransformationThe successful candidate will drive initiatives to enhance credit assessment,...
-
Portfolio Management Executive
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Full timeAbout the RoleWe're seeking a Portfolio Management Executive to support our clients in achieving their business objectives. As a key member of our team, you'll be responsible for managing client portfolios, providing expert advice, and ensuring compliance with regulatory requirements.Your primary focus will be on building strong relationships with clients,...
-
Portfolio Manager Assistant
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Full timeJob DescriptionAs a Credit Portfolio Analyst, you will be responsible for analysing client credit risk and providing insightful portfolio credit analysis. You will work closely with our Account Managers to review client creditworthiness and monitor ongoing risk. Your expertise will help us to make informed decisions about credit origination and monitoring.
-
Project Portfolio Manager
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Krisvconsulting Services Pte Ltd Full timeAbout Krisvconsulting Services Pte LtdKrisvconsulting Services Pte Ltd is a forward-thinking organization seeking an exceptional individual to lead our project portfolio and drive project success across the enterprise.As Head of IT PMO, you will play a critical role in overseeing and coordinating our project portfolio, ensuring alignment with strategic...
-
Investment Portfolio Manager
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Eastspring Investments Full timeEastspring Investments is a global asset manager with Asia at its core. Our mission is to create a culture where diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We strive to provide a platform for our people to excel and make an impact to the business, while supporting their career ambitions. **Job Summary:**We are...
-
Merchant Portfolio Manager
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Full timeWe 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...
-
Senior Portfolio Manager
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Asset Management Group Full timeAbout the RoleWe are seeking an experienced Senior Portfolio Manager to lead our risk management initiatives at Maybank Asset Management Group.The successful candidate will be responsible for executing effective portfolio risk management strategies, managing regional risk management frameworks, and developing risk mitigation plans.Developing and implementing...
-
Portfolio Management Executive
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time**About the Role**ResponsibilitiesAs a Portfolio Management Executive at OCBC Bank, you will be responsible for managing a portfolio of Middle Market customers. Your primary objective will be to optimize revenue through sound credit evaluation, wallet sizing, and account planning. You will also be involved in strategic acquisition of new-to-bank customers...