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Jobs or company...
B

Fund Management Advisor

Salary undisclosed

Apply on

Indeed MY

Availability Status

This job is expected to be in high demand and may close soon. We’ll remove this job ad once it's closed.

Original
Simplified

The Fund Management Advisor is responsible for providing strategic advice and managing investment portfolios for clients to help them achieve their financial objectives. This role requires strong knowledge of financial markets, investment strategies, and regulatory requirements. The advisor works closely with clients to understand their risk tolerance, financial goals, and investment preferences, creating customized portfolio recommendations based on in-depth research and analysis.

Key Responsibilities:

  • Client Relationship Management:
  • Portfolio Management:
  • Market Analysis and Research:
  • Risk Management:
  • Compliance and Reporting:
  • Continuous Learning and Development:

Requirements:

  • Min SPM with 5yrs experience.
  • Diploma/Bachelor's Degree in any discipline.
  • Proven experience in fund management, financial advising, or a related field.
  • Excellent analytical and decision-making skills.
  • Strong understanding of financial markets, investment products, and portfolio
  • Excellent communication and interpersonal skills

This role requires a blend of technical expertise, analytical insight, and interpersonal skills to provide high-value advisory services to clients in the fund management space.

Job Types: Full-time, Permanent, Fresh graduate

Pay: RM2,500.00 - RM15,000.00 per month

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Attendance bonus
  • Commission pay
  • Performance bonus
  • Retention bonus
  • Yearly bonus
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