Senior Specialist, Investors Advisory (Kota Kinabalu)

RHB Banking Group; West Coast Division; On-site; MYR 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a skilled professional to enhance their Wealth Management division. This role involves conducting in-depth market research, analyzing investment performance, and facilitating effective communication with clients. The ideal candidate will possess a strong understanding of investment strategies and demonstrate excellent interpersonal skills. You will collaborate with various teams to develop and implement strategic business plans that align with financial goals. If you're innovative, client-oriented, and ready to make a significant impact, this opportunity is for you.

Qualifications

• Minimum 5 years of experience in Marketing, Sales, and Investors Advisory.
• Possession of IPPC and PKMC licenses is a plus.

Responsibilities

• Support business in identifying and analyzing investment strategies.
• Engage with clients for market and product updates.

Skills

Investment Performance Analysis

Market Research

Client Communication

Wealth Management Knowledge

Interpersonal Skills

Education

IPPC License

PKMC License

Tools

MS PowerPoint

MS Word

MS Excel

Job description

PRIMARY OBJECTIVES

• Wealth Insight Materials ; to work with GCC, fund house partners and source from public information to provide insight framework, to review insight materials and to ensure dissemination of such materials to the right audience
• Market and Research; to provide update to internal and external clients in latest market update / events.
• Product Research; to provide updates to internal and external clients on latest product updates, competitor analysis and updates on product performance. To assist in review and promote fund focus / new product pipeline
• Portfolio Tool; to work closely with portfolio team to review and updates portfolio template and model portfolio.
• Investment Performance Analysis; to review bank’s investment portfolio exposure, to analyst client’s investment exposure and to provide suggestion in order to optimize client’s overall investment performance and to reduce overall bank’s investment exposure risk
• Client Communication; to actively engage communication with internal and external clients via existing and new communication channel including short message, webinar, email and other written communication on areas relating to market and product update.
• Performance Report; to provide overall view on all type of investment product performance and sales performance with end objective for the team to achieve our financial goals.

KEY RESPONSIBILITIES

• Strategy and Planning
• Ability to discuss investment performance, economic and market trends.
• Responsible for supporting the business in identifying, analyzing and establishing both short term and long-term investment strategic priorities through intensive research and analysis of market opportunities and threats.
• Formulae investment advisory strategies based on intensive research and macroeconomic data and ensure effective communication of investment strategies to Product Manager, Investment Consultant and frontline.
• Work closely with Head of Investment, Investment Consultant and product managers in formulating and implementing Wealth Management strategy and business plans with proper guidelines, to achieve overall Wealth Management product targets.
• Oversight on Investment consultant to ensure they deliver against the ambitious economic profit performance goals set.
• Work with Global Markets and Fund Houses or any other product provider on overall investment strategies.

REQUIREMENTS

• Possessed with IPPC and PKMC licenses is an added advantage.
• Minimum 5 years’ related working experience and 3 years in Marketing, Sales and Investors Advisory.
• Good product knowledge on Wealth Management
• Able to deal with people of all levels
• Highly client oriented with excellent interpersonal skills
• Proficiency with computers and excellent MS PowerPoint , Words and Excel working knowledge
• Innovative with excellent interpersonal and communication skills
• Good planning and organizing skills