Investment Consultant

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Investment, Banking | Kuala Lumpur, Malaysia | MYR 84,000 - MYR 168,000 per annum | 8 Aug 2018

Investment Consultant


Specialisation: Investment, Banking

Email Rachel

Location: Kuala Lumpur, Malaysia 
Salary: MYR 84,000 – MYR 168,000 per annum
Type: Permanent
Posted On: 8th August 2018

Client Background & Role Summary:

Our client is the largest financial services and leading banking group in South East Asia. They are looking for Investment Consultants (6 headcounts).

Key Responsibilities:

  • Implement and drive Investment “Business Strategies” at region, focusing on Premier Wealth clients (PWC) to achieve pre-set targets for investment fee based income, asset under management (AUM), cross sell ratio and increase number of new investment clients.
  • Joint sales call with Relationship Managers (RMs) and provide investment advisory support i.e. asset allocation and portfolio rebalance to clients based on clients’ needs and risk profiles.
  • Execute action plans to address any gaps and undertake corrective measures to achieve Region’s Investment targets.
  • Be the point of reference for RMs on Investment products, fund performance, campaigns and enforcer for sales process and governance.
  • Work closely with PWC Managers for joint-assessment of RMs’ competencies and skills. Implement training programs and coaching new and existing RMs.


  •  Bachelor’s Degree, Professional Degree or Master’s Degree in Business Studies/Administration/Management/Economics/Finance/Accountancy/Banking or equivalent.
  • At least 5 years’ experience in banking with solid knowledge in sales and marketing of investment related products e.g. Unit Trust, Structured Deposit, Dual Currency Linked Investment, Equity Linked Investment and Retail Investment Bonds.
  • CFP qualified will be an added advantage.
  • Experience in managing and supporting the distribution channels will be an added advantage.
  • Good interpersonal skills and able to interact with people at all levels.
  • Only open to Malaysian.

If you are interested, kindly email your updated resume to Rachel at or click “Apply Now”. Regretfully, only shortlisted candidates will be contacted. Thank you!