Job Description
Client Relationship Management
- To develop and maintain strong relationships with clients, including high net-worth individuals, corporates, family offices, and other professional investors.
Market Access and Information Delivery
- To deliver market access, timely market information, recommendations, and trade updates tailored to their investment horizons, risk profiles, and financial situations.
Order Execution and Operational Support
- To handle, oversee, and execute orders for clients, offering comprehensive operational support.
Market Monitoring and Analysis
- Monitor equity markets closely, analyze trends to make informed investment decisions, and provide actionable insights to clients.
Research and Data Utilization
- Stay informed about macroeconomic trends, industry developments, and equity market dynamics that could impact client portfolios, utilizing research tools to gather relevant data and insights.
Product Promotion
- Actively promote and expand Investment Management’s product suites while identifying and referring potential leads to other relevant departments within the company.
Compliance and Governance
- Adhere to internal and external governance policies and procedures.
Job Requirements
- Possess a recognised Degree in Business Studies/ Administration/ Management, Commerce, Economics, Investment, Finance/ Accountancy/ Banking, Marketing or equivalent qualification.
- Preferably with 1 year relevant working experience in the stockbroking and financial industries. However, fresh graduates are also encouraged to apply.
- Posses valid license (Module 6 & 7).
- General knowledge of the capital market or financial industry functional areas/operations.
- Strong charting and technical skills.
- Good communication and interpersonal skills.
- High degree of integrity and maturity.
- Applicants must be Malaysian Citizen.
