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Investment Advisor

Job description

Main Responsibility:

  • Achieve business strategy and financial budget in terms of revenue targets, AUM growth and profitability.
  • Provide practical ideas and product solutions.
  • Manage clients' investment through frequent and consistent portfolio review and advice.
  • Ensure all transactions follow all regulations and controls set by the Bank and external regulatory authorities.
  • Work closely with Relationship Managers, Sales Team Managers, Cluster heads, Product Managers, Head of Investment Advisory & Strategy, Head of Managed Investments, External partners.

Requirements:

  • Possess extensive market knowledge
  • Excellent exposure in investment products and processes
  • Experience in portfolio theory and asset allocation

To apply, please click "APPLY NOW" or email Reeve at reeve.ng@ambition.com.my quoting reference number #268299. Data provided is for recruitment purposes only. *LI-IT

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)

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer MYR500 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.com.my/refer-a-friend