Investment Manager

Trust Recruit; Kuala Lumpur; On-site; MYR 200,000 - 250,000; Full time

Job summary

A leading financial services company in Malaysia is seeking a Portfolio Manager to join its Regional Portfolio Management team. You will manage clients’ portfolios, assist with research, and present investment strategies. Ideal candidates will have substantial experience in investment management and a strong educational background in finance or related fields.

Qualifications

• 4-6 years of experience in investment management and research.
• Passionate about identifying investment opportunities.
• Value-oriented investment approach.

Responsibilities

• Managing clients’ portfolios including unit trusts and stocks.
• Assisting with research efforts and presenting to investors.
• Overseeing investments and fintech solutions.

Skills

Investment Management

Attention to Detail

Macroeconomic Understanding

Independent Thinking

Education

Bachelor’s Degree in Finance

Bachelor’s Degree in Accounting

Bachelor’s Degree in Investment

Bachelor’s Degree in Economics

Bachelor’s Degree in Actuarial Science

Job description

As a Portfolio Manager, you will become part of the Regional Portfolio Management team in Singapore, Hong Kong, and Malaysia. The company is listed on the Singapore Mainboard and has a presence in five countries: Singapore, Hong Kong, Malaysia, China, and the UK.

Job Description:

1. Managing clients’ portfolios of unit trusts, ETFs, and/or direct securities such as bonds and stocks, as part of the company’s discretionary portfolio management services (DPMS) offered through B2C, B2B, and iGM divisions.
2. Managing investments and Fintech solutions with distribution capabilities via portals and a network of 5,000 advisers across Singapore, Hong Kong, and Malaysia to deliver cost-efficient investment management services.
3. Playing a key role in making presentations to investors and advisers, and assisting with research efforts of the group.

Job Requirements:

1. Bachelor’s Degree in Finance, Accounting, Investment, Economics, or Actuarial Science.
2. At least 4-6 years of investment management and/or research experience. Passionate about identifying investment opportunities with a sharp eye for detail.
3. An independent thinker with a value-oriented investment approach and the right temperament.
4. Good macroeconomic understanding of the global investment environment and micro company fundamentals.

Additional Information:

Applicants will be asked about their right to work in Malaysia, expected salary, qualifications, and experience in investment management during the application process.

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