Senior Manager, Investment Consultant

3 weeks ago


Washington, United States Times Group Full time

Senior Manager, Investment Consultant (Georgetown, Penang) The multi-asset strategist research and analyses economies, industries, and financial markets from top-down(macro), and investment products from bottom-up perspectives.The objective is to provide long-only & alternative strategies depending on the investment outlook.As a multi-asset class specialist, the role work closely with internal stakeholders (ie fund manager, single asset class specialist, private client manager, senior management) in discretionary and non-discretionary portfolio related activities.To meet / exceed group and segment revenue - product category 1 (unit trust )To meet / exceed group and segment revenue - product category 2 (alternative investment/structured Investment)Customer (Internal And/Or External)To meet / exceed expectations in investment views and product recommendations with win-ratios of at least 60%.Security/issuer/product coverage: core (timeliness & quality)Security/issuer/product coverage: core (ie number of capital market products covered)To provide continuous training on products for PCMsNo. of client visits with each PCMsProcess / Well-ManagedTo provide concise, timely and quality presentations and reports with rationales to support investment recommendations.To present and market investment ideas via internal and client meetings and presentations.ComplianceNo mis-selling of productsNo compliance breaches.Learning & GrowthDeveloping and implementing programs to upskills PCMs.Conduct training to PCMs on both combining the selling skills with investment product propositions.Job RequirementsDegree Or Professional Qualification in Finance Or Related FieldCapital Market Services License (CMSL), Securities Commission of Malaysia - Modules 9 & 10Minimum 5 Years in Investment related roles - fund management, research, trading and/or advisoryKnowledgeable in at least (2) major asset classes i.e. equities, fixed income, FX or commoditiesKnowledgeable in at least (3) products i.e. unit trust, equities, fixed income, derivatives and/ or alternativeKnowledgeable in conventional long-only and alternative strategiesExceptional communication and presentation skills that encompass clear, compelling communications.Your application will include the following questions: Which of the following statements best describes your right to work in Malaysia?What's your expected monthly basic salary?How many years' experience do you have as an Investment Consultant?Established in August 1975, AmBank Group is one of the largest banking groups in Malaysia by market capitalization and comprises AMMB Holdings Berhad and its subsidiaries:At AmBank Group, our people are the reason for our achievements today.We believe in diversity and creativity. We look for energy, deep passion and an unwavering drive to excel. We want motivated, agile and ambitious young individuals to join us in building a first-class team to deliver excellence within a dynamic and results-oriented environment.Adding greater value to this one-stop financial hub is the Groups strategic partnership with Australia and New Zealand Banking Group Ltd (ANZ), one of Australias leading financial institutions, International Assurance Group (IAG) and MetLife, Inc. providing the synergy of a wide network, regional presence, and international banking and financial services expertise.Established in August 1975, AmBank Group is one of the largest banking groups in Malaysia by market capitalization and comprises AMMB Holdings Berhad and its subsidiaries:At AmBank Group, our people are the reason for our achievements today.We believe in diversity and creativity. We look for energy, deep passion and an unwavering drive to excel. We want motivated, agile and ambitious young individuals to join us in building a first-class team to deliver excellence within a dynamic and results-oriented environment.Adding greater value to this one-stop financial hub is the Groups strategic partnership with Australia and New Zealand Banking Group Ltd (ANZ), one of Australias leading financial institutions, International Assurance Group (IAG) and MetLife, Inc. providing the synergy of a wide network, regional presence, and international banking and financial services expertise.Dont provide your bank or credit card details when applying for jobs.Researching careers? Find all the information and tips you need on career advice.#J-18808-Ljbffr

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