Managing the investments of regional high net worth and ultra-high net worth across various assets classes including unit trusts, equities, fixed income, FX, structured products and alternatives. The Investment Consultant is responsible for proposing holistic investment solutions to clients that are suitable to their risk profile and in line with house view while ensuring the existence of strong governance and control, focusing on achieving financial objectives and product penetrations of the departments. The Investment Consultant will also provide training to enhance the investment knowledge of the relationship managers (RM) and the team.
Responsibilities:
- Provide investment solutions and manage investment portfolios of high net worth clients from the region including Singapore, Malaysia, Indonesia, The Philippines and Greater China.
- Articulate Maybank's CIO view for the overall long-term investment strategy while taking into account the prevailing market conditions and advise Maybank clients accordingly based on their risk appetite.
- Responsible for monitoring of the day-to-day market macro-economic conditions and track the clients portfolio performance while ensuring that client's portfolio are within the risk tolerance as stated during the client's on boarding process.
- Act as a key resource to drive business goals and facilitate acquisition of key clients
- Assist RMs in structuring clients portfolio according to clients risk appetite, and making corresponding portfolio adjustment advice where necessary
- Grow platform AUM organically and inorganically by providing value-added service to clients and positively impacting the growth of their portfolios
- Development of RM overall understanding of the investment climate, strategies and products
- Working in partnership with the RMs and other relevant in-house subject matter experts to offer holistic advice to clients. Provide portfolio construction and rebalancing advice in support of relationship managers at major client milestones (Account opening, quarterly review, major life event trigger etc.)
- Adhere to compliance practices as stipulated by the regulators and internal compliance in the department
- Adhere to work flow process & document client advisory work
- Carry out all levels of work within the existing audit, compliance, and regulatory framework in order to ensure highly compliant portfolio of client relationships
Requirements:
- Basic/ Masters Degree in Finance, Business or Accountancy
- Passed CACS 1 & CACS 2
- 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
- Demonstrates collaborative skills and team work
- Passion for investments
- High interpersonal skills
- Keen sense of team work and collaboration
- Organizational awareness and understanding
- High level of analytical and conceptual thinking
Please note only shortlisted candidates will be notified.
