URGENT HIRING! Portfolio Manager (Unit Trust)

Trust Recruit; Kuala Lumpur; On-site; MYR 70,000 - 120,000; Full time

Job summary

A financial institution based in Malaysia is seeking a Portfolio Manager to join their Regional Portfolio Management team. This role involves managing clients' portfolios, making presentations to investors, and conducting research. The ideal candidate will have a Bachelor’s degree in a relevant field with 4-6 years of experience in investment management. Strong analytical skills and independent thinking are essential.

Qualifications

• Bachelor's degree required in relevant field.
• 4-6 years experience in investment management.
• Strong understanding of global investment trends.

Responsibilities

• Manage clients’ portfolios of unit trusts, ETFs, and direct securities.
• Make presentations to investors and advisers.
• Assist with research efforts.

Skills

Analytical Skills

Attention to Detail

Communication

Presentation Skills

Independent Thinking

Education

Bachelor’s Degree in Finance

Bachelor’s Degree in Accounting

Bachelor’s Degree in Economics

Bachelor’s Degree in Actuarial Science

Bachelor’s Degree in Investment

Job description

Add expected salary to your profile for insights.

As a Portfolio Manager, you will become part of the Regional Portfolio Management team in Singapore, Hong Kong, and Malaysia. Listed on the Singapore Mainboard, the company is a financial institution with a presence in 5 countries: Singapore, Hong Kong, Malaysia, China, and the UK.

Job Description:

Managing clients’ portfolios of unit trusts, ETFs, and/or direct securities such as bonds and stocks, as part of the company’s discretionary portfolio management services (DPMS) offered through B2C, B2B, and iGM divisions.

Manage investments and Fintech platforms with a network of 5,000 advisers across Singapore, Hong Kong, and Malaysia to deliver cost-efficient investment management services.

Play a key role in making presentations to investors and advisers. Assist with research efforts of the group.

Job Requirements:

• Bachelor’s Degree in Finance, Accounting, Investment, Economics, or Actuarial Science.
• Experience of at least 4–6 years in investment management and/or research.
• Passionate about investment opportunities with a sharp eye for opportunities.
• Independent thinker with a value-oriented investment approach and the right temperament.
• Good macro understanding of the global investment environment and micro company fundamentals.

HOW TO APPLY:

Interested applicants, kindly send your resume in MS Word format to [emailprotected] or click on “Apply Now” and include the following details in your resume.

We regret that only shortlisted candidates will be notified.

Important Note: Agensi Pekerjaan Trust Recruit Sdn Bhd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA). Please read our privacy statement on our website: www.trustrecruit.com.my.

EA Personnel: TJ

License No. JTKSM 1580

Unlock job insights

Salary match | Number of applicants | Skills match

Registration No. 202401044006/(1589852-P)

Your application will include the following questions:

• What’s your expected monthly basic salary?
• What qualifications do you have?
• How many years’ experience as a portfolio manager?
• How many years’ experience managing investment funds?
• Languages you are fluent in?
• Notice period required to leave current employer?

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