Investment Consultant, Private Wealth

Maybank | Date Posted: 1-Jul-2018
Save Job
Job Nature:
Position Level:
Masters / PhD

Job Description

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
Company Overview