Manager - Investment Counsellor

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage, providing comprehensive financial services guided by a Digital-at-the-Core ethos. We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation.

Requirements

• Provide investment advisory to Private Banking clients
• Formulate investment strategies aligned to clients' investment objectives and risk profiles
• Partner Relationship Managers for client meetings to relate house views, articulate investment ideas, create investment proposals and conduct portfolio reviews
• Ensure adherence to internal/external regulations and policies at all times
• Experience in Funds, Discretionary Portfolio Management (DPM), FX & Fixed Income will be an advantage