Investment Counsellor

HLB; Kuala Lumpur; On-site; MYR 90,000 - 150,000; Full time

Job summary

Hong Leong Bank in Malaysia seeks an experienced Relationship Manager focused on wealth management. The role involves briefing RMs on market updates and investment strategies, coaching on advisory processes, and delivering product and service explanations to customers.

You will lead joint sales efforts, conduct portfolio reviews, and present client wealth seminars to generate new leads. The position requires an undergraduate degree in a relevant field, 5 years of experience, and strong

Qualifications

• Undergraduate degree in Accounting/Banking/Investment/Finance/Economics or related field.
• FIMM & IPPC certification will be an added advantage.
• Min 5 years of relevant experience in financial/investment field.
• Deep understanding of economic fundamentals and investment strategy, with focus on wealth management products.
• Strong interpersonal skills - personable, approachable, collaborative.
• Research background and wealth management experience is a plus.

Responsibilities

• RM briefing - provide market updates and guidance on investment strategies to RMs/branches/region.
• RM coaching - engage RMs in advisory process and product/idea generation with customers.
• Product and service briefing – explain features and market trends to ensure RMs are up to date.
• Joint sales – engage customers together with RMs to provide wealth management advisory and investment solutions.
• Portfolio review & rebalancing – conduct regular reviews to align with objectives and risk tolerance.
• Client wealth seminars – prepare and present seminars to generate new leads.

Skills

Interpersonal skills

Relationship management

Presentation

Education

Undergraduate degree in Accounting/Banking/Investment/Finance/Economics

Job description

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&A, 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 ourmission of infusing diversity in thinking and skillsets into our organisation.Candidatesare 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.