Senior Investment Advisor, High-Net-Worth Wealth

RHB Group; Ipoh; In loco; MYR 120.000 - 240.000; Tempo pieno

Descrizione del lavoro

RHB Banking Group in Malaysia seeks an experienced Investment Advisor to deliver expert wealth management and portfolio construction services to high-net-worth clients. You will review portfolios, assess risk, and propose tailored investment strategies while ensuring regulatory compliance.

The role involves cross-selling, mentoring juniors, and collaborating with product specialists to deliver integrated financial solutions. CMSRL licenses are preferred.

Competenze

• Bachelor's degree required in Finance, Economics or Business Admin.
• CMSRL license or equivalent regulatory qualifications preferred.
• 5–7 years in investment advisory or wealth management with high-net-worth clients.

Mansioni

• Provide expert investment advice across equities, fixed income, funds, and alternatives.
• Review client portfolios, assess risk tolerance, and tailor strategies.
• Cross-sell and upsell RHB investment products and services.
• Develop tailored investment proposals and market updates for clients.
• Mentor junior team members and collaborate with product specialists.
• Ensure compliance with internal policies and regulatory requirements.

Conoscenze

Client relationships

Communication skills

Presentation skills

Analytical thinking

Team collaboration

Ethical standards

Independent working

Formazione

Bachelor's degree in Finance, Economics or Business Admin

CMSRL license or equivalent

Master's or CFA/ CFP advantageous

Strumenti

Microsoft Office

Financial software/platforms

Descrizione del lavoro

RHB Banking Group in Malaysia seeks an experienced Investment Advisor to deliver expert wealth management and portfolio construction services to high-net-worth clients. You will review portfolios, assess risk, and propose tailored investment strategies while ensuring regulatory compliance.

The role involves cross-selling, mentoring juniors, and collaborating with product specialists to deliver integrated financial solutions. CMSRL licenses are preferred.