Investment Specialist (IPPC License to sell Unit Trusts)

Agensi Pekerjaan PERSOL Malaysia Sdn. Bhd.; Kuala Lumpur; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial institution in Kuala Lumpur is seeking an Investment Specialist to enhance client engagement and develop the consulting capabilities of Senior Relationship Managers. The ideal candidate has 5-7 years of wealth management experience and a strong grasp of financial markets. This role emphasizes collaboration and leadership while providing tailored investment solutions to clients.

Qualifications

• At least 5-7 years experience in a front-line capacity with wealth management products.
• Exceptional understanding of the full range of investment expertise in wealth management.
• Ability to articulate complex ideas and develop them into tangible benefits.

Responsibilities

• Meet with customers to review their financial situation.
• Develop consulting capabilities of Senior Relationship Managers.
• Participate in customer prospecting and business development.

Skills

Wealth management products

Financial markets understanding

Consulting capabilities

Leadership qualities

Negotiation skills

Job description

Job Title : Investment Specialist
Company : Foreign Bank located in KL City centre
IPPC License required

Investment Specialist (IPPC License to sell Unit Trusts)

This position will oversee the Premier Private Client / Premier segment

The primary responsibility will include meeting with customers to review their financial situation and coordinate with the Senior Relationship Managers regarding investment holdings and performance of the portfolio

Strengthen the investment business’ customer facing capability and to play an active role in developing the competencies and capabilities of Senior Relationship Managers in the full range of investment solutions which include

Unit Trust Funds

Dual Currency Investments

Retail Bonds and Credit Linked Investments

Commodity Index Investments

Equity Linked Investments

Key responsibilities will include

Perform joint appointments with Senior Relationship Managers with the goal of building stronger consulting capabilities

Constant engagement with the Senior Relationship Managers to develop their consulting capabilities specifically in recommending investing solutions to the PPC segment

Active involvement alongside sales channels in customer ‘prospecting’, relationship building and new business pitches

Work with product teams, research team and sales channels to ensure proper follow through of market updates, customer portfolio actions and other business development opportunities

Represent the business and speak at appropriate customer forums

Job Requirements:

Have at least 5-7 years experience in a front-line capacity with wealth management products

Must have exceptional understanding of the full range of investment expertise in wealth management and related products, services and process

Have solid understanding of financial markets and be able to communicate at all levels, internally and externally.

Able to listen and interpret, to gather objective information, to negotiate, respond or inspire at all levels of interaction

Leadership qualities demonstrated both in terms of a role model and in creative thinking.

A team player with a motivational, hands-on approach.

Flexibility to travel to different branches

Candidate should evidence strong ability to articulate complex ideas and develop them into tangible benefits to customers, coach and develop talents, cope with ambiguities