• Investment Specialist Jobs in Malaysia - 1018701

    RHB Banking Group
  • 8 - 10 Years
  • Malaysia - Kuala Lumpur
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  • Posted 26 days ago
  • Job Views: 9
  • Job Applicants: Less than 10

Job Description

Deployed to add value to clients with more complex needs on investment insightAssists RMs in understanding clients better, meeting clients together with RMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to themConduct product training to support and deliver new product launches and lead client education events to help client gain better knowledge of financial markets and financial solutionsConduct portfolio reviews with RMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks,Join RMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to RMs for specific products and solutions;Communicate effectively with clients on complex technical subjects, helping them to improve understanding of financial markets and the value and risks of financial solutions through educational eventsInitiate and conduct educational events with clients to improve clients’ financial literacy and knowledge of financial markets and solutionsCollect and apply market and channel intelligence to identify and share competitive gaps, service issues, business opportunities, and challenges with stakeholdersEnsure all processes and procedures are accurate and in accordance with the bank policy

Job Requirements-

Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, Professional Degree, Economics, Finance/Accountancy/Banking, Business Studies/Administration/Management or equivalentAt least 8 year(s) of working experience with 3 years in Marketing, Sales and Product developmentPossess good product knowledge in Wealth Management and able to deal with all levelsFull-Time position(s) availableProfessional Accreditation
· IPPC (Investor Protection Professional Certification),

· PKMC (Pasaran Kewangan Malaysia Certificate)

· CFA (Certified Financial Analyst)

· Computerized Unit Trust Examination (CUTE)

Profile Summary

Type:Company Job

Role:Senior Manager

Industry:Banking/Financial Services

Salary:Not Disclosed

Deadline:17th Mar 2020

Company Profile

The RHB Banking Group is the fourth largest fully integrated financial services group in Malaysia. The Group’s core businesses are streamlined into seven main business pillars, namely Group Retail Banking, Group Business & Transaction Banking, Group Wholesale Banking, Singapore Business Operations, Group Shariah Business, Group International Business and Group Insurance.
Group Wholesale Banking comprises Corporate Banking, Investment Banking, Client Coverage, Group Treasury & Global Markets, Asset Management and Private Equity. All the seven business pillars are offered through the Group’s main subsidiaries, RHB Investment Bank Berhad, RHB Islamic Bank Berhad and RHB Insurance Berhad, while its asset management and unit trust businesses are undertaken by RHB Asset Management Sdn. Bhd. and RHB Islamic International Asset Management Berhad.
The Group’s regional presence now spans ten countries including Malaysia, Singapore, Indonesia, Thailand, Brunei, Cambodia, Hong Kong, Vietnam, Lao PDR and Myanmar. It is RHB Banking Group’s aspiration to continue to deliver superior customer experience and shareholder value; and to be recognised as a Leading Multinational Financial Services Group.

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