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Senior Investment Fund Specialist (Singapore market) @ Equity / Bond / Unit Trust
RM 15,000 - RM 20,000 / month
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Our client is a well established Financial Planning & Advisory Co.
Key Roles:
- Conduct due diligence on investment managers and investment funds to onboard new investment funds
- Monitor and analyse investment funds performance to make recommendations of top investment funds for internal advisors
- Keep abreast of market developments and economic indicators to form investment ideas and views
- Conduct monthly basic investment and product training to advisors to enhance product knowledge and drive AUM growth
- Deliver seminars on investment related topics to internal advisors or clients
- Proactively assist internal advisors in their investment needs for clients.
- Prepare regular market updates and handle any ad-hoc duties including administrative work
- Ensure compliance with regulatory requirements and internal investment policies.
Requirements:
- Degree holder with 5-10 years’ experience in investment related industry. Some experience in Singapore market being priority.
- Must have investment knowledge in Equities, Bonds / Unit Trusts.
- Basic financial skills including financial statement analysis. Knowledge of financial modelling is an advantage.
- Strong communication skills to effectively present investment strategies and marketing materials.
- Proficiency in MS excel, Word & PowerPoint.
- Strong problem solving and analytical skills to work with high volumes of numerical data and transform them into meaningful information to support investment decision-making.
- Must be excellent command in English, both written & spoken !
- Ability to work independently and as part of a team. Flexible to handle wide range of work including administrative work.
- Malaysian. Permanent vacancy based in KL.
Job Type: Full-time
Pay: RM15,000.00 - RM20,000.00 per month
Application Question(s):
- How many years of investment fund experience do you have ? Any exposure in Singapore market ? If not, which countries are you referring to ?
Work Location: In person