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Job Description
The Investment Consultant (IC) position will be broadly responsible for supporting and delivering the consulting-based products and services of MPI Premier to both Premier Relationship Managers (RMs) and clients. The incumbent provides investment advice to RMs and clients to meet client’s desired risk/investment performance requirements and increase bank’s share of client wallet.
Your Impact
The IC performs its functions for Maybank Wealth Management, providing investment advice to MPI Premier RMs and clients to meet client’s desired risk/investment performance requirements and increase bank’s share of client wallet. The areas covered by the Investment Consultant include market & fund manager analytics, mutual fund analysis, product management, portfolio analysis, performance evaluation as well as market research.
Responsibilities
- To provide independent opinion on quality of clients’ existing portfolios
- To formulate the ...