Portfolio Manager

RHB Banking Group; Seberang Perai; On-site; MYR 120,000 - 180,000; Full time

Job summary

RHB Bank Berhad is seeking an experienced Portfolio Manager to lead investment portfolios, develop strategies, and drive strong performance for clients while ensuring compliance with regulatory guidelines.

The role involves in-depth market analysis, asset allocation, and proactive client advisory, with collaboration across sales, research, and product teams to optimize investment solutions.

Qualifications

• Bachelor's degree or higher in a finance-related field with strong quantitative skills.
• 5–7 years of portfolio management or investment analysis experience in financial institutions.
• Proven track record of delivering strong investment returns.
• Strong understanding of financial markets, instruments, risk management, and regulatory frameworks.
• Excellent analytical, numerical, and problem-solving abilities.
• Proficiency with financial modeling tools and market data platforms.

Responsibilities

• Construct, monitor, and rebalance portfolios across asset classes aligned with client objectives and risk appetites.
• Conduct market research and fundamental analysis of trends, sectors, and securities.
• Develop tactical and strategic asset allocation to optimize returns and manage volatility.
• Prepare and present investment performance reports detailing holdings, attribution, and outlook.
• Maintain client relationships through expert advisory and inquiries handling.
• Collaborate with sales, research, and product teams to enhance offerings.
• Ensure compliance with internal policies and regulatory requirements.
• Stay updated on global markets and emerging investment themes.
• Participate in investment committee discussions.

Skills

Portfolio management

Regulatory knowledge

Financial modeling

Bloomberg

Refinitiv Eikon

Communication

Education

Bachelor's degree in Finance, Economics, Business Admin, or related field

CFA designation preferred

Tools

Bloomberg

Refinitiv Eikon

Job description

Job Summary**

The Portfolio Manager at RHB Bank Berhad is responsible for managing investment portfolios, developing and implementing investment strategies, and ensuring strong financial performance for clients while adhering to regulatory guidelines and internal policies.

Job Responsibilities**

• Construct, monitor, and rebalance investment portfolios across various asset classes (e.g., equities, fixed income, money market instruments) in line with client objectives and risk appetites.
• Conduct in-depth market research and fundamental analysis of economic trends, industry sectors, and individual securities to identify investment opportunities and risks.
• Develop and implement tactical and strategic asset allocation strategies to optimize portfolio returns and manage volatility.
• Prepare and present regular investment performance reports to clients, detailing portfolio holdings, performance attribution, and market outlook.
• Maintain strong client relationships by providing expert advice, addressing inquiries, and ensuring client satisfaction.
• Collaborate with sales, research, and product teams to enhance investment offerings and client solutions.
• Ensure all investment activities comply with internal policies, regulatory requirements, and ethical standards.
• Stay abreast of global financial markets, economic developments, and emerging investment themes.
• Participate in investment committee meetings and contribute to overall investment strategy discussions.

Job Qualifications**

• Bachelor's degree in Finance, Economics, Business Administration, or a related quantitative field. Master's degree or CFA designation is highly preferred.
• Minimum of 5-7 years of experience in portfolio management, investment analysis, or a similar role within a financial institution.
• Proven track record of managing successful investment portfolios and achieving strong returns.
• Strong understanding of financial markets, investment products, risk management principles, and regulatory frameworks.
• Excellent analytical, quantitative, and problem-solving skills.
• Proficiency in financial modeling and investment analysis software (e.g., Bloomberg, Refinitiv Eikon).
• Exceptional communication and presentation skills, with the ability to articulate complex financial concepts clearly and concisely to clients and colleagues.
• Ability to work independently and as part of a team in a fast-paced environment.
• High level of integrity, professionalism, and ethical conduct.