Investment Consultant, Region Johor / Melaka (JM)
Maybank
Date: 2 hours ago
City: Johor Bahru
Contract type: Full time
Job Description
- Drive the Region’s investment strategy by providing holistic, needs-based investment advisory services to Premier Wealth clients, supporting long-term wealth creation and portfolio growth.
- Partner with Relationship Managers (RMs) in client engagements to deliver investment advice, including asset allocation, portfolio reviews, and rebalancing recommendations aligned to clients’ goals and risk profiles.
- Serve as the region’s investment subject matter expert, providing guidance on market developments, investment solutions, product knowledge, and portfolio strategies.
- Promote quality investment advisory practices and deepen client investment engagement through proactive portfolio monitoring and advisory interventions.
- Coach and develop RMs’ investment advisory capabilities through training, market and product updates, joint client engagements, and ongoing mentoring.
- Ensure adherence to regulatory requirements, suitability standards, and governance frameworks in all investment advisory activities.
- Possess at least a Bachelor's Degree, Professional Degree or Master's Degree in Business Studies/Administration/Management, Economics, Finance/Accountancy/Banking or equivalent.
- CFP qualified will be an added advantage.
- Minimum 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.
- 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.
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