Specialist, Investors Advisory (Ipoh)

RHB Banking Group; Ipoh; On-site; MYR 120,000 - 240,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relationships

Communication skills

Presentation skills

Analytical thinking

Team collaboration

Ethical standards

Independent working

Education

Bachelor's degree in Finance, Economics or Business Admin

CMSRL license or equivalent

Master's or CFA/ CFP advantageous

Tools

Microsoft Office

Financial software/platforms

Job description

Provide expert and personalized investment advice to clients, including but not limited to wealth management, portfolio construction, asset allocation, and market insights.

Proactively engage with existing clients to review their portfolios, understand evolving financial needs, and identify opportunities for cross-selling and up-selling RHB Bank's investment products and services.

Identify and acquire new high-net-worth clients and corporate accounts, expanding the bank's client base and assets under management.

Conduct thorough financial needs analysis for clients, assessing their risk tolerance, investment objectives, and time horizons to develop suitable investment strategies.

Prepare and present tailored investment proposals, market updates, and portfolio performance reports to clients in a clear and compelling manner.

Stay abreast of global and local financial market trends, economic indicators, and regulatory changes to provide informed advice and anticipate client needs.

Collaborate effectively with internal stakeholders, including product specialists, research teams, and wealth planners, to deliver integrated financial solutions.

Ensure full compliance with all internal policies, procedures, and relevant regulatory requirements (e.g., BNM, SC) in all client interactions and transactions.

Act as a mentor and provide guidance to junior team members, sharing best practices and contributing to their professional development.

Participate in client seminars, workshops, and marketing initiatives to promote RHB Bank's investment advisory capabilities.

REQUIREMENTS

Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., CFA, CFP) are highly advantageous.

Minimum of 5-7 years of experience in investment advisory, wealth management, or a related client-facing role within the financial services industry, preferably with a focus on high-net-worth clients.

Strong understanding of various investment products, including equities, fixed income, unit trusts, structured products, and alternative investments.

Proven track record of achieving sales targets and building strong, long-lasting client relationships.

Excellent communication, interpersonal, and presentation skills with the ability to articulate complex financial concepts clearly and persuasively.

Demonstrated analytical and problem-solving abilities, with a keen eye for detail.

Strong ethical standards and a commitment to acting in the best interests of clients.

Ability to work independently and as part of a team in a fast-paced and target-driven environment.

Possession of relevant licenses and certifications as required by Malaysian financial regulations (e.g., CMSRL for dealing in securities/fund management).

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with financial software/platforms.

RHB Banking Group is a leading regional financial services provider headquartered and listed in Malaysia. Established in 1913, we offer comprehensive banking solutions across retail, business, corporate, and Islamic banking. With a strong presence in Malaysia and nine ASEAN countries, we are committed to delivering simple, fast, and seamless experiences. Guided by our brand promise, “Together We Progress,” we continue building a sustainable and inclusive future with our customers and stakeholders.

RHB Banking Group is a leading regional financial services provider headquartered and listed in Malaysia. Established in 1913, we offer comprehensive banking solutions across retail, business, corporate, and Islamic banking. With a strong presence in Malaysia and nine ASEAN countries, we are committed to delivering simple, fast, and seamless experiences. Guided by our brand promise, “Together We Progress,” we continue building a sustainable and inclusive future with our customers and stakeholders.