Job Purpose *

To produce well-researched investment advice in areas of specialisation spanning Structured Investments, Equity and ETFs for the Private Banking and Private Wealth businesses

Key Responsibilities *

Idea generation and monitoring

Produce reports on investment ideas based on top-down and bottom-up analysis, employing qualitative and quantitative methodologies
Keep abreast of financial markets and company developments through engagements with analysts/company management/industry experts
Work closely with the relevant teams within the Chief Investment Office to generate ideas for Model Portfolios and Structured Investments
Assist the Team with preparation of investment publications

Communication and stakeholder engagement

Articulate investment ideas to Relationship Managers and clients via written and verbal channels
Support Relationship Managers through updates on key market/company developments and house views as well as knowledge-sharing sessions on structured solutions and ETFs
Work with internal stakeholders including Group Treasury & Markets and Investment Consultants/Advisors to improve sales efforts

Tailored portfolio advisory

Review and propose tailored strategies to optimize clients’ investment portfolios, aligned with individual investment goals, house views and recommended asset allocation.

Professional Qualification and/or Regulatory, Licensing requirements

CMSRL holder for Investment Advice. CFA will be an added advantage.

Relevant Work Experience

Equity research, technical & quantitaive analysis, asset management, finance and capital markets-related roles.

Skills (Essential to succeed in this job)

Hard Skills

Sound fundamental and technical analysis, excellent written and verbal articulation of investment strategies, proficient with Microsoft Office and Bloomberg applications

Soft Skills

Think Critically
Communicate Clearly
Create Accountability
Build Relationships

Jawatan Kosong Jsp di Federal Territory - Oktober 2026

Urus Pemberitahuan

Senior Associate, GCB SP CIOO - Investment Solutions (Structured Products) MY