Job Description

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.

Job Requirements