Post : Investment Consultant & Insight
Location : Menara AmBank, Jalan Yap Kwan Seng, KL
Key Responsibilities:
- Joint sale with frontline sales and collaborate closely with Product Management team to provide investment portfolio solution based on client needs.
- Contributes to increase Bank's profitability by enhancing existing investment services in terms of wealth planning, portfolio management and product selection
- Be responsible for proposing holistic investment solutions to clients which are suitable to their risk profile and in line with house views.
- Assist Relationship Manager in structuring clients portfolio according to clients risk appetite, and making corresponding portfolio adjustment advice where necessary.
- Improve cross sell ratio through investment solution diversification and Increase Investment AUM growth.
- Demonstrate leadership in regulatory and compliance matters.
- Maintain Bank's internal control standards, implement and observe Group/Retail Compliance Policy.
Job Requirements:
- Bachelor Degree related to Finance, Economy, Management, Banking or Accountancy.
- At least 3 to 5 years of working experience preferable in Financial Industry i.e. fund and/or wealth management.
- Experience in sales /sales management in Financial Industry - ie Banking Industry.
- Possesses with FIMM & IPPC license would be an added advantage.
