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Investment Insight & Consultant

Salary undisclosed

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Post : Investment Consultant & Insight

Location : Menara AmBank, Jalan Yap Kwan Seng, KL

Key Responsibilities:

  • Joint sale with frontline sales and collaborate closely with Product Management team to provide investment portfolio solution based on client needs.
  • Contributes to increase Bank's profitability by enhancing existing investment services in terms of wealth planning, portfolio management and product selection
  • Be responsible for proposing holistic investment solutions to clients which are suitable to their risk profile and in line with house views.
  • Assist Relationship Manager in structuring clients’ portfolio according to clients risk appetite, and making corresponding portfolio adjustment advice where necessary.
  • Improve cross sell ratio through investment solution diversification and Increase Investment AUM growth.
  • Demonstrate leadership in regulatory and compliance matters.
  • Maintain Bank's internal control standards, implement and observe Group/Retail Compliance Policy.

Job Requirements:

  • Bachelor Degree related to Finance, Economy, Management, Banking or Accountancy.
  • At least 3 to 5 years of working experience preferable in Financial Industry i.e. fund and/or wealth management.
  • Experience in sales /sales management in Financial Industry - ie Banking Industry.
  • Possesses with FIMM & IPPC license would be an added advantage.