Investment Consultant

Monroe Consulting Group; Kuala Lumpur; On-site; MYR 60,000 - 100,000; Full time

Job summary

A leading financial institution is seeking an experienced Investment Consultant to enhance their wealth and advisory team. The role involves liaising with internal teams, assisting clients with investment strategies, and conducting educational events to deepen client understanding of financial solutions. Candidates should possess a relevant degree and strong communication skills, with a focus on delivering tailored financial advice.

Qualifications

• Strong work ethic and interpersonal communication.
• Solid understanding of financial markets.
• Motivation to learn about financial investment landscape.

Responsibilities

• Liaising with teams for market research and business development.
• Meeting clients to review investment arrangements.
• Constructing portfolios based on client goals.

Skills

Communication

Interpersonal skills

Project management

Organisational skills

Ability to articulate complex ideas

Education

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

Job description

Executive recruitment company Monroe Consulting Group's Professional Division is partnering with a leading financial institution that is making its mark in the investment realm. Our esteemed client is seeking an experienced professional to be their Investment Consultant for their wealth and advisory team.

Job Responsibilities:

• Liaising with Advisory Team and Investment Team on in-house research views and market outlooks in relation to the production of appropriate business development collateral.
• Consistently works to deepen existing relationships with business units 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 presentation and training to support & lead client education events to help 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.
• Other investment advisory support.
• Undertake ad-hoc functions and related duties as required.

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.
• Strong ability to articulate complex ideas and develop them into tangible benefits to clients and sales representatives, coach and develop talents, cope with ambiguities.