Investors Advisory (Sabah)

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Responsibilities

• Manage and hire a team of investment specialist team members to conduct daily required work as investment specialists.
• Drive client events in the respective region and work together with stakeholders to achieve the wealth target.
• Assist RMs in understanding clients better, meet clients together with RMs when required, make suitable recommendations, and help clients understand the value and risks of available solutions.
• Conduct product training to support and deliver new product launches and lead client education events to enhance client knowledge of financial markets and solutions.
• Conduct portfolio reviews with RMs, assess product suitability, and evaluate market and regulatory changes impacting products held by clients, identifying opportunities and managing risks.
• Join RMs in client meetings and provide advice based on technical knowledge, acting as a second point of contact for specific products and solutions.
• Communicate effectively with clients on complex technical subjects, helping them improve their understanding of financial markets and the value and risks of financial solutions through educational events.
• Initiate and conduct educational events with clients to improve their financial literacy and knowledge of financial markets and solutions.
• Collect and apply market and channel intelligence to identify and share competitive gaps, service issues, business opportunities, and challenges with stakeholders.
• Ensure all processes and procedures are accurate and in accordance with bank policy.

Requirements

• Bachelor's Degree in Business Marketing / Finance / Economics or equivalent.
• Fresh graduates with relevant graduate courses are welcome to apply.
• Certified CFA, PKMC, CUTE & IPPC.
• Minimum 10 years’ experience, with at least 3 years in Marketing, Sales, and Investors Advisory.
• Good product knowledge in Wealth Management.
• Able to interact with people at all levels.
• Highly client-oriented with excellent interpersonal skills.
• Proficiency with computers and excellent working knowledge of MS PowerPoint, Word, and Excel.
• Good planning and organizing skills.

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• Which of the following statements best describes your right to work in Malaysia?
• What's your expected monthly basic salary?
• Which of the following types of qualifications do you have?

Banking & Financial Services - More than 10,000 employees.

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 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 recognized as a Leading Multinational Financial Services Group.