- Responsibilities Oversee assigned client portfolios, making active investment decisions with guidance from leadership.Strive to outperform benchmarks and competitors to meet specific client return targets.Guarantee that all trades and strategies adhere to the Capital Market Services Act 2007, internal policies, and individual client mandates.Create, execute, and monitor clear investment strategies while managing corporate actions like rights or bonus issueResponsibilities Oversee assigned client portfolios, making active investment decisions with guidance from leadership.Strive to outperform benchmarks and competitors to meet specific client return targets.Guarantee that all trades and strategies adhere to the Capital Market Services Act 2007, internal policies, and individual client mandates.Create, execute, and monitor clear investment strategies while managing corporate actions like rights or bonus issue
- ResponsibilitiesAchieve and exceed monthly mortgage sales targets, onboard clients, and cross sell home insurance loan which is MRTA (Mortgage Reducing Term Assurance) and MRTT (Mortgage Reducing Term Takaful).Identify and develop new business opportunities through alliance tie-ups such as real estate agents, mortgage brokers, developers & lawyers.Conduct financial needs analysis to understand customer requirements and recommend suitable mortgage products.ResponsibilitiesAchieve and exceed monthly mortgage sales targets, onboard clients, and cross sell home insurance loan which is MRTA (Mortgage Reducing Term Assurance) and MRTT (Mortgage Reducing Term Takaful).Identify and develop new business opportunities through alliance tie-ups such as real estate agents, mortgage brokers, developers & lawyers.Conduct financial needs analysis to understand customer requirements and recommend suitable mortgage products.
- Randstad is partnering with a Financial Services organization to hire a Relationship Manager, Wealth role in Kuala Lumpur. About the JobTo act as a trusted advisor for Priority and Priority Private clients, driving the growth of the Malaysian segment. You will be responsible for the end-to-end management of a portfolio, delivering sophisticated wealth solutions while upholding the highest standards of local regulatory compliance.Manage an active portfolioRandstad is partnering with a Financial Services organization to hire a Relationship Manager, Wealth role in Kuala Lumpur. About the JobTo act as a trusted advisor for Priority and Priority Private clients, driving the growth of the Malaysian segment. You will be responsible for the end-to-end management of a portfolio, delivering sophisticated wealth solutions while upholding the highest standards of local regulatory compliance.Manage an active portfolio
