Investment Advisor, Wealth Management
Your New Company
This global presence bank is one of the largest banking groups with a strong workforce. Their employees receive good compensation and benefits. Due to commercial needs, a permanent Investment Specialist is needed to join the dynamic team in Klang Valley.
Your New Role
You will be responsible in meeting the clients with the Relationship Managers and to provide in-depth investment consultation in terms of investment products such as FX, Structured products, Trusts, Bancassurance etc., to grow clients' AUM.
- At least 3 years of experience as an investment consultant or relevant experience. CFA holder is a plus.
- Strong knowledge and good understanding of market trends, wealth management products and strategies of asset allocation framework.
- Outstanding communication and presentation skills,preferably orally and writing.
- Work cohesively with the Wealth Management team and segments.
- Able to travel moderately .
Please contact Charlene Tan on (603) 2300 7238 or email at Charlene.Tan@ambition.com.my