Here's a job description for a Senior Specialist, Investors Advisory at RHB Bank Berhad:
Job Title:** Senior Specialist, Investors Advisory
Company:** RHB Bank Berhad
Job Summary:**
The Senior Specialist, Investors Advisory will be responsible for providing expert financial advice and tailored investment solutions to high-net-worth clients, helping them achieve their financial goals through strategic portfolio management and in-depth market analysis.
Job Responsibilities:**
- Cultivate and maintain strong relationships with a portfolio of high-net-worth clients, understanding their financial objectives, risk tolerance, and investment preferences.
- Conduct comprehensive financial needs analysis and develop personalized investment strategies across various asset classes, including equities, fixed income, unit trusts, and structured products.
- Provide timely and insightful market commentary, economic analysis, and investment recommendations to clients, keeping them informed of relevant developments and opportunities.
- Actively manage client portfolios, monitoring performance, rebalancing as necessary, and ensuring adherence to investment mandates and regulatory guidelines.
- Generate new business opportunities through referrals, networking, and proactive outreach to potential clients.
- Collaborate with internal product specialists, wealth planners, and other stakeholders to deliver integrated financial solutions.
- Ensure all client interactions and transactions comply with internal policies, industry regulations, and ethical standards.
- Prepare and present regular investment reports and performance reviews to clients.
- Stay abreast of market trends, new financial products, and regulatory changes to continuously enhance advisory services.
- Mentor and provide guidance to junior advisory team members as required.
Job Qualifications:**
- Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., CFA, CFP) is highly desirable.
- Minimum of 5-7 years of experience in investment advisory, wealth management, or a similar client-facing financial role, preferably within a bank or financial institution.
- Proven track record of managing and growing a portfolio of high-net-worth clients.
- Strong understanding of various investment products, financial markets, and economic principles.
- Excellent analytical, problem-solving, and decision-making skills.
- Exceptional communication, presentation, and interpersonal skills, with the ability to build rapport and trust with clients.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in financial software and tools (e.g., Bloomberg, Refinitiv Eikon) and Microsoft Office Suite.
- Relevant regulatory licenses and certifications (e.g., SCWA, FIMM) as required by Malaysian financial regulations.
