Investment Consultant

AHAM Asset Management Berhad; Kuala Lumpur; On-site; MYR 60,000 - 75,000; Full time

Job summary

A leading asset management firm in Kuala Lumpur seeks a talented investment analyst to enhance client support and contribute to investment decision processes. The role focuses on building client relationships, performing market analysis, and leading educational events. We're looking for individuals with a strong financial background and excellent communication skills who thrive in a dynamic team environment.

Qualifications

• Degree in a related field is required.
• Strong work ethic and interpersonal skills necessary.
• Solid understanding of financial markets essential.

Responsibilities

• Liaise with teams on market outlooks and produce business collateral.
• Meet clients to review investments and discuss market developments.
• Conduct investment presentations and trainings for client education.

Skills

Interpersonal skills

Communication skills

Project management

Organisational skills

Market analysis

Education

Degree in finance, investment, economics, accounting, actuarial science

Job description

Job Responsibilities:

1. Liaising with Product Wealth & Advisory and Investment team on in-house research views and market outlooks in relation to the production of appropriate business development collateral.
2. Consistently works to deepen existing relationships with business units and regional representatives to increase value-added support to them.
3. Meeting clients to review current investment arrangements, discuss market / industry developments and potential changes to consider / implement.
4. Conduct investments-related presentation and training to support & lead client education events to help client gain better knowledge of financial markets and financial solutions.
5. Construct portfolios for clients depending on their goals and risk profiles.
6. Conduct portfolio reviews with representatives, assess product suitability and market change impact to products help by clients as appropriate, identify opportunities and manage risks.
7. Other investment advisory support.
8. Undertake ad-hoc functions and related duties as required.

Job Requirements:

• 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 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.

At AHAM Capital, people are its greatest assets. We value diversity and inclusivity. To us, this means bringing together a group of qualified professionals with a varied range of skillset and experiences into a fair and respectful workplace to harness the strengths of cultural and individual differences for the accomplishment of our collective goal.

We believe in equal opportunity in employment and treating all individuals with respect and dignity. Our employment decisions are guided by an objective assessment of the candidate, irrespective of ethnicity, religion, gender, nationality and other non-merit factors.

Due to the high volume of applications, we are unable to acknowledge every application. If you are selected for an interview, we will contact you within the next 7 days. However, if we think that your skills and qualifications may be suitable for other similar positions, we may hold your details on our database and contact you in the future.