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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