Head Investment & Strategy
Malaysia, Malaysia
Job Description
Malaysia
Job details Posted 22 July 2023 SalaryRM25000.00 - RM28000.00 per month LocationKuala Lumpur Job type Discipline Reference267049_1690022992
Consultant
Consultant, Banking & Financial Services
Head Investment & Strategy
Job description
:
- Build and lead a team of investment advisors to showcase wealth management capabilities and achieve income targets.
- Achieve revenue and sales targets for Managed Investment products.
- Drive lending take-up on Unit Trust transactions and maintain a high sales activation rate.
- Collaborate with WM Investment Products for monthly actionable ideas and product solutions.
- Conduct daily morning briefings at branches on market direction and investment solutions.
- Manage investment seminars at branches using internal and in-country expertise.
- Provide consistent portfolio review and advice to clients.
- Constantly upskill and train client relationship teams and investment advisors.
- Preferably holds CFA, CFP, or CAIA qualifications.
- Strong Investment product knowledge.
- Leadership experience with 15 years experience and preferably from Financial Institutions.
- Malaysians citizens only.
Due to the volume of applications received, we regret to inform you that only shortlisted candidates will be notified.
JTK Number: JTKSM 995 | Company Registration Number: 201301019088 (1048918-T)
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Head Investment & Strategy
Kuala Lumpur Posted about 15 hours ago
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JTK Number: JTKSM 995
Company Registration Number: 201301019088 (1048918-T)
Malaysia
Ambition Group Malaysia, BO1-B-10, Boutique Offices 1 Menara 2, 3, Jalan Bangsar, KL Eco City
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Job Detail
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Job IdJD969754
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationMalaysia, Malaysia
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EducationNot mentioned