Investment Consultant (Penang Region) – Wealth Management

AmBank Group; Penang; On-site; MYR 80,000 - 120,000; Full time

Job summary

A financial services company in Penang is seeking an experienced investment advisor to deliver expert financial planning and advisory services. The ideal candidate will have 5–7 years of experience in managing high-net-worth client portfolios and a strong educational background in finance or economics. This role is crucial for driving client satisfaction and optimizing investment performance.

Qualifications

• 5–7 years in investment advisory, financial planning, or wealth management.
• Proven success in managing HNWI portfolios and delivering strategic investment advice.

Responsibilities

• Provide tailored investment advice aligned with client goals.
• Monitor and optimize client portfolios.
• Collaborate with RMs to deliver bespoke solutions.
• Drive financial targets related to portfolio growth.
• Lead initiatives to enhance advisory processes.

Skills

Investment advisory

Financial planning

Portfolio management

Client relationship management

Risk management

Education

Bachelor’s degree in Finance, Economics, or related field

Master’s/MBA preferred

FIMM UTC License

SC IPPC License

CFA or CFP is an advantage

Job description

Job Purpose

To deliver expert investment advisory and financial planning services, working closely with Relationship Managers to craft personalized investment solutions that align with clients’ financial goals and risk profiles. This role is pivotal in driving portfolio performance, client satisfaction, and innovation in wealth management offerings.

Key Responsibilities

• Provide tailored investment advice and financial planning aligned with client goals and risk appetite.
• Monitor and optimize client portfolios to ensure performance and compliance.
• Collaborate with RMs to understand client needs and deliver bespoke solutions.
• Drive financial targets related to portfolio growth and advisory revenue.
• Lead initiatives to enhance advisory processes and develop new investment products.
• Ensure adherence to the Bank’s Wealth Sales Process, documentation standards, and sales quality checks.
• Stay abreast of market trends, regulatory changes, and emerging technologies.
• Identify and escalate risks, ensuring robust risk management and compliance practices.

Requirements

• Education: Bachelor’s degree in Finance, Economics, or related field; Master’s/MBA preferred.
• Certifications: FIMM UTC License, SC IPPC License; CFA or CFP is an advantage.
• Experience:5–7 years in investment advisory, financial planning, or wealth management.
• Proven success in managing HNWI portfolios and delivering strategic investment advice.