- Liaising with Research team, Portfolio Management team, and Equities & Bonds Dealing team on in-house research views and market outlooks concerning the production of appropriate business development collateral.
- Consistently works to deepen existing relationships with financial advisors and regional representatives to increase value-added support to them.
- Meeting clients to review current investment arrangements, discuss market /industry developments and potential changes to consider/implement.
- Conduct investments-related presentations and training to support & lead client education events to help the client gain better knowledge of financial markets and financial solutions.
- Construct portfolios for clients depending on their goals and risk profiles.
- Conduct portfolio reviews with representatives, assess product suitability and market change impact to products help by clients as appropriate, identify opportunities and manage risks.
- Devise sales and marketing strategies to promote certain funds, bonds, markets or strategies.
- Other investment advisory support.
- Undertake ad-hoc functions and related duties as required.
- Preferably candidates with at least 2-3 years of experience in similar position.
- Degree in related field (finance, investment, economics, accounting, actuarial science).
- Strong work ethic along with strong interpersonal and communication skills.
- Capable of taking responsibility for deliverables within a small, dynamic, and high functioning team.
- Have a solid understanding of financial markets and be able to communicate at all levels, internally and externally.
- Interested in investment markets/products along with the motivation to learn more about the financial investment landscape and sales process are key requirements.
- Outstanding communication, presentation, and interpersonal skills.
- Excellent organisation and project management skills.
- Strong ability to articulate complex ideas and develop them into tangible benefits to clients and sales representatives, coach and develop talents, cope with ambiguities.
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Investment Business Management, Consultant
Found in: Talent MY C2 - 5 hours ago
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Vice President, Investment Principal
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AFFIN Group Malaysia, Kuala Lumpur Full timeCreate your future with Affin You too can make a difference. · Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don't just stay at the forefront of the industry – you can make a difference too. · Setting up of Private Equ ...
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Principal Malaysia Malaysia, Kuala Lumpur Full timeResponsibilities · Regional and Domestic Equities, with focus on Institutional mandates · Construct investment portfolios consistent with objectives of clients/ mandates and manage investment process to assure consistency of analysis and buy/sell discipline. · Manage and co-mana ...
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Group Strategy and Expansion
Found in: Foundit MY A2 - 2 days ago
CapBay Malaysia, Kuala Lumpur Full timeWork you will do: · Assess strategic and business expansion opportunities. · Conduct market assessment, market entry study and business plan proposal into a particular region/country. · Manage business entry and growth into new markets. · Project manage the Group's short & long t ...
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Company Driver
Found in: Foundit MY A2 - 1 day ago
Alpha Well Ltd Malaysia, Kuala Lumpur Full timeCompany Description · Alpha Well Ltd is a private sector Asset Management and Investment Advisory Company based in Kuala Lumpur. We hold a fund management license under Labuan Financial Services Authority (LFSA) and offer qualitative investment and consultancy advice specifically ...
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Government Advisory
Found in: Foundit MY A2 - 2 days ago
Crowe Malaysia PLT Kuala Lumpur, Malaysia Full timeJob Descriptions:Participate in tender sourcing, preparation, and submission. · Assist in planning, writing and preparing business reports and research papers. · Able to interact with and present work to superiors. · Involved in financial analyses, investment modelling, infrastru ...
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Government Advisory
Found in: Foundit MY A2 - 2 days ago
Crowe Malaysia PLT Kuala Lumpur, Malaysia Full timeJob Descriptions:Leads the advisory team in tender sourcing, preparation, and submission. · Able to plan, write and prepare comprehensive business reports and research papers. · Able to interact with, and make presentations to C-suites, directors and senior management. · Involved ...
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Government Advisory
Found in: Foundit MY A2 - 2 days ago
Crowe Malaysia PLT Kuala Lumpur, Malaysia Full timeJob Descriptions:Participate in tender sourcing, preparation and submission. · Able to plan, write and prepare comprehensive business reports and research papers. · Able to interact with and present work to both internal and external senior management. · Involved in financial ana ...
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Assistant Vice President – Strategic Planning, Strategy
Found in: Foundit MY A2 - 5 days ago
GatedTalent - Connecting Top Executive Search Firms And Executives Kuala Lumpur, Malaysia Full timeTHE JOB: · Lead the development and execution of the Group overall strategic plan. · Conduct thorough market analysis, competitive assessments, and industry trends to identify opportunities and threats. · Collaborate with cross-functional teams to gather insights and input for st ...
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Associate / Senior Associate (Private Equity)
Found in: Foundit MY A2 - 1 day ago
Randstad Malaysia Malaysia, Kuala Lumpur Full timeCompany Description · Randstad is partnering with one of the leading regional private equity fund manager headquartered in Singapore, with a strong presence in Kuala Lumpur and Bangkok. Focused on the lower mid-market & mid-market space, this client manages a diverse portfolio of ...
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Corporate Finance Manager
Found in: Foundit MY A2 - 5 days ago
Enviros Malaysia Kuala Lumpur, Malaysia Full timeJob Title: Corporate Finance Manager · Location: Kuala Lumpur · Company: Enviros Survey & Consultancy Sdn Bhd · About Us: · Enviros is a specialist, independent geosciences, environmental, asset integrity, decommissioning and consultancy company operating in offshore, coastal and ...
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Sap Finance Control Consultant
Found in: Foundit MY A2 - 2 days ago
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Performance Marketing Specialist/Executive
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InsightOut Malaysia, Kuala Lumpur Full timeCompany Description · InsightOut is a leading Performance Marketing Agency in APAC, with a Marketing and Technology consulting practice. Since 2022, InsightOut has expanded to Malaysia and Indonesia, and has established AdTech product development internally. Our consultants are c ...
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Head of Leasing
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Found in: Foundit MY A2 - 4 days ago
Kaspersky Malaysia, Kuala Lumpur Full timeKaspersky has been protecting individuals and corporate clients all over the world from cyber threats for 26 years. We have 400 million unique users, corporate clients, 517 products, 1100 technological patents and 34 offices around the world. · Today our team has more than 5 000 ...
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Manager, Wellness, ICT
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Associate Media Planning Director
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Manager - Deals Strategy & Operations
Found in: Foundit MY A2 - 21 hours ago
PwC Malaysia, Kuala Lumpur Full timeJob Description & Summary · A career in our Deals Strategy & Operations (DS&O) practice, within Deals, will provide you the opportunity to help organisations realise the potential of mergers, acquisitions and divestitures. · We help some of the world's leading companies originat ...
Senior Investment Consultant - Kuala Lumpur, Malaysia - IFast Capital Sdn Bhd
Description
Home> Careers Details
Careers at iFAST
Senior Investment Consultant
Responsibilities
Requirements
Applicants are invited to email us their resume, qualifications and skills, working experience, and expected salary to the Human Resource Manager at
All applications will be treated in strict confidence. We regret that only shortlisted applicants will be notified. Applicants who have written to us earlier need not re-apply.
Note : Job responsibilities/requirements are representative and are not intended to be a detailed list. Other tasks/abilities may be required of the incumbent, relative to the specific assignment.
Job Snapshot
Regular Working Hour,Mondays - FridaysBanking / Financial ServicesBusiness (e.g Shirt)EnglishApply for this job