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• Provide superior investment advisory to PPC customer, allowing them to prosper and achieving greater heights through investment Strategies & Solutions.
• They will be provided opportunities to undertake new initiative and improvement projects to raise the standard of the PPC business.
• Key Responsibilities
• Marketing, dealing, and Execution for all Wealth Product
• To cross sell and manage Treasury Portfolio of PPC Customer to cater their investments needs & rollovers.
• Establish, develop, and maintain strong business and client relationships
• To Generate Investment Ideas and Develop Investment Solutions (especially Treasury Product).
• To Provide timely Investment strategy and update pertaining to their treasury product to both Client Advisors & Clients on Market Trends, Investment Strategy & Solutions

Qualifications

• A minimum of bachelor's degree in any related field from an accredited university/college with at least 2 years and above of relevant experience on equities/securities, foreign exchange, or retail bonds background.
• Possesses Investor Protection Professional Certification (IPPC) by AICB.
• Possesses Securities Commissions (SC) Module 6 & 7 and Module 12 & 19a would be an added advantage.
• Applicants with wealth products experience managing High Net-Worth Individual (HNWI) is encouraged to apply.
• Strong communication & interpersonal skills with ability to influence and lead by example.
• Self-motivated team player with high attention to details with ability to deliver under stipulated timeline.