Investment Consultant, Private Wealth
Maybank | Date Posted: 1-Jul-2018
Masters / PhD
You will be:
- Managing the investments of regional high networth and ultra high networth across various assets classes including unit trusts, equities, fixed income, fx and structured notes.
- Responsible for proposing holistic investment solutions to clients which are suitable to their risk profile and in line with houseviews while ensuring the existence of strong governance and control, focusing on achieving financial objectives and product penetrations of the departments.
- Providing training to enhance the investment knowledge of the Client Advisors and the team.
Basic/ Masters Degree in Finance, Business or Accountancy
Possess / Pass the requisite licenses as stipulated by the regulators
Qualification in relevant industry accreditations such as Chartered Financial Analyst an added advantage
Minimum working experience of 7 years in the financial industry with a minimum of 5 years of experience in investment advisory or relevant roles
High interpersonal skills
Keen sense of team work and collaboration
Organisational awareness and understanding
High level of analytical and conceptual thinking
- Matured candidates are welcome to apply