Job Purpose
Managing the investments of regional high networth and ultra high networth across various assets classes including unit trusts, equities, fixed income, fx and structured notes. The Investment Advisor is responsible for proposing holistic investment solutions to clients which are suitable to their risk profile and in line with houseviews while ensuring the existence of strong governance and control, focusing on achieving financial objectives and product penetrations of the departments. The Investment Advisor will also provide training to enhance the investment knowledge of the CAs and the team.
Job Description
1.Investment Advisory and Client Development
- Provide investment solutions and manage investment portfolios of high networth clients and ultrahigh networth clients from the region including Malaysia, Indonesia, Philippines, Hong Kong and China.
- Articulate the house view for the overall long term investment strategy while maintain a short term view of the overall market conditions and advice Maybank clients when and where to invest according to their risk appetite.
- Responsible for monitoring day-to-day market macro-economic so as track overall performance of investment 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 RM in structuring clients portfolio according to clients risk appetite, rating customers risk profile 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
2.Team Development
- 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.)
3.Compliance management and monitoring
- 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 a high quality, compliant portfolio of client relationships
Requirements
- Basic/ Masters Degree in Finance, Business or Accountancy
- Possess / Pass the requisite licenses as stipulated by the regulators
- 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
- Demonstrated collaborative skills and team work
Competencies
- High interpersonal skills
- Keen sense of team work and collaboration
- Organisational awareness and understanding
- High level of analytical and conceptual thinking
Please note only shortlisted candidates will be notified.
