全职 Investment Solutions 工作, 薪水, MBSB Bank Berhad Selangor 公司招聘中 - Ricebowl

Key Responsibilities

• Build and maintain strong relationships with clients especially Wealth/retail segment to understand their needs and objectives.
• Present investment solutions to clients ensuring they align with their strategic goals.
• Responsible for product approvals, segment approvals, preparation of term sheet, product highlight/ disclosure sheet, develop booking process as well as ensuring external policies and guidelines e.g. SC.
• Collaborate with structuring and cross functional teams to design and implement innovative investment products and solutions.
• Continuously refine existing offerings based on client feedback and market trends.
• Identify and pursue new business opportunities to expand the client base and profit streams.
• Assisting head of sales to develop business strategies and materials to promote investment solutions.
• Work closely with relationship managers and other teams, including marketing, compliance, legal, product partners and finance to ensure cohesive strategy execution.
• Participate in team meetings to share insights and foster a collaborative environment.
• Assisting head of sales to monitor and analyse the performance of investment solutions to measure profitability.
• Required to support Treasury activities and operations involving both MBSB Bank and MIDF, limited strictly to Shariah-compliant activities within the Malaysian financial market, in accordance with applicable regulatory requirements, Shariah governance policies, and internal guidelines.

Qualifications

• Bachelor’s degree in Finance, Business , Economics or related certificate (CFA, CIMA, etc) is a plus.

Nature of Experience

• Proven experience in investment management, sales, or financial services
• Strong analytical skills with ability to interpret complex data and market trends.
• Self-motivated, results oriented and able to work independently as well as part of a team.