Investment Counsellor

Hong Leong Bank

Kuala Lumpur, Malaysia
Investment strategy guidance
Portfolio review and rebalancing
Client wealth seminar presentation
The role involves providing market updates and investment strategies to Relationship Managers

Job Summary

  • The role involves providing market updates and investment strategies to Relationship Managers.
  • Investment Counsellors engage in joint sales with RMs to offer wealth management solutions.
  • Candidates will benefit from a culture that promotes diversity and lifelong learning.

Matching Summary

The role involves providing market updates and investment strategies to Relationship Managers.

Skills & Requirements

Must-have

  • Investment strategy guidance
  • Portfolio review and rebalancing
  • Client wealth seminar presentation

Nice-to-have

  • Strong interpersonal skills
  • Research background in Wealth Management
  • Collaborative team environment

Key Requirements

  • Undergraduate degree in Finance or related field
  • Min 5 years of relevant experience
  • Professional investment certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter