AMGS - Career

To monitor and assess the financial condition of a variety of individuals and businesses, including their income, expenditure, and commitments.
Conduct financial analysis and provide suggestions for financial strategies and plans to assist customers in achieving their financial goals by maximising and protecting their wealth using a variety of financial, investment, and risk management solutions.
To satisfy clients’ financial requirements, limits, and ambitions by providing competent financial planning and investment advising services.
To create and manage allocated investment portfolios, as well as to ensure that the funds perform properly.
Maintain current knowledge of economic developments, domestic and foreign bond markets, customer requests, and competitor products.
To actively engage clients and create strong professional relationships by providing high-touch client care and keeping them informed of any financial changes, with the goal of assisting clients in making the best financial planning decisions possible.

Age range between 20 to 35 years old
Possess at least Bachelor’s Degree or professional qualification in Accounting/ Finance/ Investment or other related fields.
Minimum of two years' experience marketing consumer banking products at a fund management firm or a financial institution.
Able to converse in Mandarin, English and Malay will be an advantage
Experience working in regional markets is a plus.
Candidates with relevant product licences will have an edge.
Compliant with statutory requirements and regulations such as the Financial Services Act/Islamic Financial Services Act 2013, the Personal Data Protection Act 2010, the Capital Markets and Services Act 2007, and other regulatory requirements relating to unit trusts, investment linked, and bancassurance products.
Demonstrate strong problem-solving and analytical skills.
Has exceptional interpersonal skills and a client-focused attitude, as well as the ability to communicate effectively at all levels.
Have strong marketing and sales management abilities.
Mindset that is assertive and results-driven.

Wealth Portfolio Manager/Relationship Manager