Investment Counsellor

Hong Leong Bank Berhad; Kuala Lumpur; Presencial; MYR 120 000 - 180 000; Tempo integral

Resumo da oferta

Hong Leong Bank Berhad in Malaysia seeks a seasoned wealth management professional to support regional RMs with investment guidance, product briefs, and market updates, aligning with house views.

The role includes coaching RMs, conducting joint sales, portfolio reviews and client seminars to drive advisory services and strengthen customer portfolios.

Qualificações

• Undergraduate degree in Accounting/Banking/Investment/Finance/Economics or a related field.
• Possess professional investment related certification (FIMM & IPPC) will be added advantage.
• Min 5 years of relevant experience in financial/investment field.
• Deep understanding and command of economic fundamentals and investment strategy.
• Strong interpersonal skills- Personable, approachable, collaborative.

Responsabilidades

• Provide assigned RMs/branches/region with market updates and guidance on investment strategies (in line with the house views) as well as updates on changes to investment advisory processes.
• Engage RMs proactively in discussions about advisory process, product and idea generation by interacting closely with the RMs, customers to ensure RMs are fully skilled to provide product and portfolio advice to their customers.
• Explain product and service features and market trends and news flow. Also provide market information such as new issue announcements and updates, new product presentation commentary to ensure RMs are fully up to date with all products.
• Engage customers together with RMs to provide wealth management advisory, product and service explanation, and investment solution to customers following wealth management advisory model.
• Provide continue after sales service to customers by conducting regular investment portfolio review and rebalancing activities to ensure alignment in customer’s investment objectives and risk tolerance level.
• Prepare and present client wealth seminars, answer all Q&As, with the purpose of generating new leads for RMs by giving customers new ideas from the seminars.
• Align portfolios suggestion with house views, and continuously update oneself on market trends and investment research.

Descrição da oferta de emprego

If you are looking to excel and make a difference, take a closer look at us…

Job Responsibilities

• Relationship Managers (RM) Briefing - Provide assigned RMs/branches/region with market updates and guidance on investment strategies (in line with the house views) as well as updates on changes to investment advisory processes.
• RM Coaching - Engage RMs proactively in discussions about advisory process, product and idea generation by interacting closely with the RMs, customers to ensure RMs are fully skilled to provide product and portfolio advice to their customers.
• Product and Service Briefing – Explain product and service features and market trends and news flow. Also provide market information such as new issue announcements and updates, new product presentation commentary to ensure RMs are fully up to date with all products.
• Joint Sales – Engage customers together with RMs and to provide wealth management advisory, product and service explanation, and investment solution to customers following wealth management advisory model.
• Portfolio Review & Rebalancing – Provide continue after sales service to customers by conducting regular investment portfolio review and rebalancing activities to ensure alignment in customer’s investment objectives and risk tolerance level.
• Client Wealth Seminar Presentation – Prepare and present client wealth seminars, answer all Q&As, with the purpose of generating new leads for RMs by giving customers new ideas from the seminars.
• Align portfolios suggestion with house views, and continuously update oneself on market trends and investment research.

Job Requirements

• Undergraduate degree in Accounting/Banking/Investment/Finance/Economics or a related field
• Possess professional investment related certification (FIMM & IPPC) will be added advantage.
• Min 5 years of relevant experience in financial/investment field.
• Deep understanding and command of economic fundamental and investment strategy, with the focus to support investment products, wealth management solution, and Retail Wealth Management business plan.
• Strong interpersonal skills- Personable, approachable, collaborative
• Research background and vast experience in Wealth Management Business will be an added advantage.

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.