Manager - Portfolio Managers and Marketing Representatives

Phillip Capital Group; Kuala Lumpur; On-site; MYR 60,000 - 80,000; Full time

Job summary

A financial services company located in Kuala Lumpur is seeking a Manager to lead Portfolio Managers and Marketing Representatives. The role involves overseeing a team, formulating marketing strategies, and enhancing client engagement through targeted initiatives. Candidates should hold a Bachelor’s degree and possess strong experience in financial services, particularly in a managerial capacity. Additional benefits include medical support, allowances, and team-building trips.

Benefits

Medical

Miscellaneous allowance

Education support

Insurance

Company Trip/Team Building

Qualifications

• Minimum 3-5 years of relevant experience, with at least 2 years in a supervisory role in financial services.
• Knowledge of Fundamental and/or Technical Analysis is an advantage.
• Self-motivated and results-oriented.

Responsibilities

• Lead and oversee a team of Relationship Managers.
• Formulate and implement strategic marketing plans.
• Drive initiatives for enhanced client engagement.
• Conduct market research and competitive analysis.
• Collaborate with teams to enhance brand awareness.
• Mentor team members for high performance.

Skills

Strong understanding of financial markets

Excellent leadership skills

Interpersonal and communication skills

Strategic thinking

Problem-solving abilities

Education

Bachelor’s Degree in Finance, Accounting, Business Administration, Economics, Marketing

Job description

Manager - Portfolio Managers and Marketing Representatives

PhillipCapital is a group of companies which offers a full range of quality and innovative financial services to retail, corporate and institutional customers. We operate in the financial hubs of 16 countries, with offices in Singapore, United Kingdom, USA, France, China, Hong Kong, Thailand, Japan, Australia, Malaysia, Indonesia, Turkey, Sri Lanka, India, Dubai and Cambodia. We provide our team members with the best of both worlds - the friendliness of a local organization and the resources of a worldwide network - for exposure to financial / investment markets, diverse experiences and exciting career opportunities. We also offer training, job enlargement and rotational opportunities in investment, marketing, dealing, risk and operations department for a well‑rounded career.

Responsibilities

• Lead and oversee a team of Relationship Managers to develop, manage, and strengthen the company’s business portfolio, ensuring strong intermediates relationships and sustainable growth.
• Formulate, implement, and monitor strategic marketing and business development plans to promote company products and achieve sales and revenue targets.
• Drive initiatives to enhance intermediates engagement through targeted marketing activities such as seminars, soft skills and product trainings.
• Develop strategies to improve client & intermediates satisfaction, retention, and portfolio profitability.
• Conduct and supervise market research and competitive analysis to identify new opportunities, market trends, and potential risks.
• Collaborate with cross-functional teams to enhance brand awareness, promote the company’s product line, and optimize digital and online platforms.
• Manage departmental operations, including planning, resource allocation, and performance monitoring, to ensure effective execution of projects and initiatives.
• Mentor and develop team members, fostering a high-performance culture aligned with organizational goals.
• Prepare periodic reports and present insights to Head of Department or Senior Management for strategic decision-making.
• Undertake any other leadership or strategic duties assigned by Head of Department or Senior Management.

Requirements

• Bachelor’s Degree in Finance, Accounting, Business Administration, Economics, Marketing, or related field.
• Minimum 3-5 years of relevant experience, including at least 2 years in a supervisory or managerial capacity within financial services, banking, or investment sectors.
• Strong understanding of financial markets, products, and client relationship management.
• Knowledge in Fundamental and/or Technical Analysis will be an added advantage.
• Excellent leadership, interpersonal, and communication skills, with proficiency in multiple languages preferred.
• Strategic thinker with strong problem-solving and decision-making abilities.
• Self-motivated, results-oriented, and able to perform under pressure in a fast-paced environment.
• Willingness to travel or relocate as required.
• Possess own transportation.

Benefits

• Medical
• Miscellaneous allowance
• Education support
• Insurance, Vision
• Company Trip/Team Building