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Head Investment & Strategy

Job description

Job Description:

  • Build and lead a team of investment advisors to showcase wealth management capabilities and achieve income targets.
  • Achieve revenue and sales targets for Managed Investment products.
  • Drive lending take-up on Unit Trust transactions and maintain a high sales activation rate.
  • Collaborate with WM Investment Products for monthly actionable ideas and product solutions.
  • Conduct daily morning briefings at branches on market direction and investment solutions.
  • Manage investment seminars at branches using internal and in-country expertise.
  • Provide consistent portfolio review and advice to clients.
  • Constantly upskill and train client relationship teams and investment advisors.


  • Preferably holds CFA, CFP, or CAIA qualifications.
  • Strong Investment product knowledge.
  • Leadership experience with 15 years experience and preferably from Financial Institutions.
  • Malaysians citizens only.

To apply, please click "APPLY NOW" or email Rebekah Kok at quoting reference number #267049. Data provided is for recruitment purposes only.

Due to the volume of applications received, we regret to inform you that only shortlisted candidates will be notified.

JTK Number: JTKSM 995 | Company Registration Number: 201301019088 (1048918-T)

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