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Portfolio Consultant

1 week ago


Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

At Hebden Consulting, we are looking for a talented Investment Manager to join our team.

The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies.

This role requires exceptional relationship management skills, a deep understanding of financial markets, and a commitment to delivering outstanding client service.

You will work closely with internal teams to deliver comprehensive wealth management solutions and stay updated with global financial markets, economic trends, and investment opportunities.

Key qualifications include:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • 5-7 years of experience in wealth management with a transferable international client base.
  • Fluency in English.
  • Proficiency in using financial planning and portfolio management tools.

In this role, you will also have the opportunity to educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.