Senior Specialist, Investors Advisory

Posted 8 Days Ago
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Rigio, GRC
In-Office
Senior level
Fintech • Financial Services
The Role
Develops wealth insight materials, market and product research, portfolio tools, investment performance analyses, and performance reports. Reviews portfolio and client exposures, evaluates products and competitors, supports model portfolios, identifies ways to optimize investment performance and reduce risk, and communicates updates through webinars, email, messaging, and other channels to internal and external clients.
Summary Generated by Built In

•       Wealth Insight Materials ; to work with GCC, fund house partners and source from public information to provide insight framework, to review insight materials and to ensure dissemination of such materials to the right audience

•       Market and Research; to provide update to internal and external clients in latest market update / events.

•       Product Research; to provide updates to internal and external clients on latest product updates, competitor analysis and updates on product performance. To assist in review and promote fund focus / new product pipeline

•       Portfolio Tool; to work closely with portfolio team to review and updates portfolio template and model portfolio.

•       Investment Performance Analysis ; to review bank’s investment portfolio exposure, to analyst client’s investment exposure and to provide suggestion in order to optimize client’s overall investment performance and to reduce overall bank’s investment exposure risk

•       Client Communication ; to actively engage communication with internal and external clients via existing and new communication channel including short message, webinar, email and other written communication on areas relating to market and product update.

•       Performance Report; to provide overall view on all type of investment product performance and sales performance with end objective for the team to achieve our financial goals.

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The Company
HQ: Kuala Lumpur
14,000 Employees
Year Founded: 1997

What We Do

We are a multinational regional financial services provider that is committed to deliver complete solutions to our clients through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experience, underpinned by cohesive and inspired workforce and relationship built with stakeholders Headquartered and listed in Malaysia, RHB Banking Group is the longest established local bank, formed though the mergers of several banks, the oldest of which was founded in 1913. RHB Banking Group and its subsidiaries provide a full range of services ranging from retail banking, business banking, corporate and investment banking, Islamic banking, transaction banking to treasury, insurance, asset management, private equity and stockbroking services. TOGETHER WE PROGRESS Our strong heritage is the foundation of our commitment to continue serving the community. For over a 100 years, we have been helping people and businesses grow and succeed, and will continue to do so. Our experience gives us an in-depth understanding of the needs of our customers and partners, inspiring us to constantly innovate and improve to serve them better. With their unending support, we have established ourselves with a strong footprint throughout Malaysia and we are now present in 9 other countries across the ASEAN region. We hope our legacy and pursuit for excellence continues as we tirelessly cultivate and nurture the next generation through our actions and words, preparing a brighter future ahead. We thank those who believe in us and welcome everyone to join us on our exciting journey of progress. The time has come for us to move forward in unison, to realise our greater potential together. Our new brand promise "Together We Progress” honours our past, celebrates the present and welcomes the future. We invite you to join us as we work towards a better and brighter future for all.

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