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Jobs or company...

Investment Advisor

  • Full Time, onsite
  • Bank of Singapore, Asia's Global Private Bank
  • Petaling Jaya, Malaysia
Salary undisclosed
Checking job availability...
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Simplified

BOS Wealth Management Malaysia Berhad (a subsidiary Bank of Singapore).

BOS Wealth Management Malaysia Berhad (BOSWM MY) opens doors to new opportunities.

Join us and build your career with BOS Wealth Management Malaysia Berhad. At BOS Wealth Management Malaysia Berhad, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential. We also believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like or what you believe in. We therefore welcome applications from all suitably-qualified candidates. If you have passion, drive and the will to succeed, rise to the challenge today!

We are looking for Investment Advisor.

Position Overview

Investment Advisors (IA) are investment specialists. The primary role of the IA is to propose suitable investment solution based on client’s risk profile and to work with BOSWM MY Relationship Managers in managing client portfolios.

Key Responsibilities

  • Provide investment advice to clients and propose investment solution that can cater client’s target strategic assets allocation in meeting their investment objective and match their risk profile.
  • Relay the house view in their respective marketing teams and call on product specialists for specific support or general training needs.
  • Responsible for achieving annual revenue target and net new money as per KPI determined by immediate supervisor.
  • Work with Relationship Managers (SG and MY) in pitching investment ideas and propose investment solutions to clients.
  • Fact finding client’s needs, risk appetite and relay to investment team for portfolio construction.
  • Execute trading for Advisory Portfolio Management (APM).
  • Keep up to date with products and services offered by BOSWM MY and provide technical depth on product propositions.
  • Actively involve in providing input and idea generation for new product development, solutions, and promote ideas that are in line with house view.
  • Ensure adherence to internal and external regulations and policies.

Work Requirements

  • At least 8 to 10 years relevant work experience and investment advisory position.
  • Strong interpersonal, communication, presentation, and client interfacing skills.
  • Excellent advisory skills, strong investment knowledge, and business acumen.
  • Ability to analyze and research information.
  • A strong risk mindset to ensure the team’s adherence to the company, group, and regulators’ requirements.
  • Possess interest and understanding in financial / investment products and markets.
  • Possess strong analytical and strategic thinking skills.
  • Good team player and stakeholders’ management.

Education Requirements

  • University degree from a well-recognized university in Business, Economics, Finance, Accounting, Investment, or any other related discipline.
  • Preferred holder of CMSRL Investment Advice License on Fund Management (Module 9&10) or Investment Advisory (Module 19 & 12)

Primary Location

Petaling Jaya, Selangor, Malaysia

Job

Investment Advisor (Assistant Vice President / Vice President)

Organization

BOS Wealth Management Malaysia Berhad

Schedule

Permanent

Full-time

Job Posting

11-Mar-2025, 04:55:25 PM

BOS Wealth Management Malaysia Berhad (a subsidiary Bank of Singapore).

BOS Wealth Management Malaysia Berhad (BOSWM MY) opens doors to new opportunities.

Join us and build your career with BOS Wealth Management Malaysia Berhad. At BOS Wealth Management Malaysia Berhad, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential. We also believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like or what you believe in. We therefore welcome applications from all suitably-qualified candidates. If you have passion, drive and the will to succeed, rise to the challenge today!

We are looking for Investment Advisor.

Position Overview

Investment Advisors (IA) are investment specialists. The primary role of the IA is to propose suitable investment solution based on client’s risk profile and to work with BOSWM MY Relationship Managers in managing client portfolios.

Key Responsibilities

  • Provide investment advice to clients and propose investment solution that can cater client’s target strategic assets allocation in meeting their investment objective and match their risk profile.
  • Relay the house view in their respective marketing teams and call on product specialists for specific support or general training needs.
  • Responsible for achieving annual revenue target and net new money as per KPI determined by immediate supervisor.
  • Work with Relationship Managers (SG and MY) in pitching investment ideas and propose investment solutions to clients.
  • Fact finding client’s needs, risk appetite and relay to investment team for portfolio construction.
  • Execute trading for Advisory Portfolio Management (APM).
  • Keep up to date with products and services offered by BOSWM MY and provide technical depth on product propositions.
  • Actively involve in providing input and idea generation for new product development, solutions, and promote ideas that are in line with house view.
  • Ensure adherence to internal and external regulations and policies.

Work Requirements

  • At least 8 to 10 years relevant work experience and investment advisory position.
  • Strong interpersonal, communication, presentation, and client interfacing skills.
  • Excellent advisory skills, strong investment knowledge, and business acumen.
  • Ability to analyze and research information.
  • A strong risk mindset to ensure the team’s adherence to the company, group, and regulators’ requirements.
  • Possess interest and understanding in financial / investment products and markets.
  • Possess strong analytical and strategic thinking skills.
  • Good team player and stakeholders’ management.

Education Requirements

  • University degree from a well-recognized university in Business, Economics, Finance, Accounting, Investment, or any other related discipline.
  • Preferred holder of CMSRL Investment Advice License on Fund Management (Module 9&10) or Investment Advisory (Module 19 & 12)

Primary Location

Petaling Jaya, Selangor, Malaysia

Job

Investment Advisor (Assistant Vice President / Vice President)

Organization

BOS Wealth Management Malaysia Berhad

Schedule

Permanent

Full-time

Job Posting

11-Mar-2025, 04:55:25 PM