Investment Consultant

Monroe Consulting Group; Malaysia; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading recruitment firm is seeking an experienced Investment Consultant to join a financial institution in Malaysia. You will liaise with various teams on market outlooks, deepen client relationships, and conduct presentations to enhance client knowledge of financial solutions. Candidates must hold a degree in finance or a related field and exhibit strong communication skills. This role offers a dynamic environment to impact financial advisory.

Qualifications

• Degree in related field (finance, investment, economics, accounting, actuarial science).
• Strong work ethic along with strong interpersonal and communication skills.
• Outstanding communication, presentation and interpersonal skills.
• Excellent organisation and project management skills.

Responsibilities

• Liaising with Advisory and Investment Teams on market outlooks.
• Deepening relationships with business units and regional representatives.
• Meeting clients to review investment arrangements.
• Conducting investment-related presentations and trainings.
• Constructing portfolios based on client goals.
• Conducting portfolio reviews and assessing product suitability.

Skills

Strong work ethic

Interpersonal skills

Communication skills

Project management skills

Understanding of financial markets

Sales process knowledge

Education

Degree in finance, investment, economics or related field

Job description

Overview

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.

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.

Qualifications

• 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.