Executive Search & Headhunting Recruitment Services for the Banking and Finance Industry


Executive recruitment company Monroe Consulting Group team of experts are able to identify the best talents within the Banking and Finance sector. Monroe's Professional Services division’s knowledge of the Banking and Finance industry allows our executive search consultants to excel in headhunting senior executives for leading national and multinational brands within the Banking and Finance market.

Monroe Consulting Group’s recruitment consultants are well-entrenched across the Banking and Finance industry, enabling consultants to provide both our clients and candidates with a wealth of experience, intimate industry knowledge and the networks required for placing high-profile talent into key positions. In this fast-paced and competitive market, we offer a proven expert service to businesses and talent across a global network. Our dedicated team of experts know their markets meticulously and continue to adapt to the changes in market conditions and trends which enables them to source and secure hard-to-find talent.

Browse our current job opening or contact our consultants to find the next career opportunity for you.

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Latest roles.

Corporate Solution (Banking)

Our client, a leading banking institution, is seeking a highly capable and experienced Corporate Solutions VP / Senior Relationship Manager to join their Corporate Banking team. This role is critical in driving revenue growth by providing comprehensive banking solutions to a portfolio of corporate clients, managing complex transactions, and maintaining strong client relationships. Key Responsibilities: Develop, acquire, and manage a portfolio of corporate clients, including multinational companies, large local corporates, and institutional clients. Identify client needs and structure customized financial solutions including corporate lending, trade finance, treasury, cash management, and wealth management products. Drive business growth by cross-selling full suite of banking solutions in coordination with internal product teams. Conduct in-depth financial analysis, credit risk assessment, and due diligence to ensure sound credit decisions. Lead and coordinate end-to-end deal structuring, negotiation, documentation, and execution for complex transactions. Monitor portfolio performance, ensure asset quality, and proactively identify potential risks or issues. Maintain up-to-date knowledge of market trends, regulatory developments, and industry dynamics to provide relevant advisory to clients. Collaborate closely with credit, legal, compliance, operations, and other support teams to ensure smooth transaction processing and excellent client service. Prepare high-quality credit proposals, financial models, and internal presentations for management and credit committees. Requirements: Bachelor's Degree or higher in Finance, Business, Economics, or related discipline. Minimum 15 years of experience in corporate banking, business banking, or financial services. Strong track record in managing large corporate portfolios with significant obligor exposure (up to USD 1 billion or more). Extensive experience in corporate credit structuring, financial advisory, and risk management. Demonstrated ability to originate new business, negotiate complex deals, and deliver customized solutions. Excellent interpersonal, communication, and relationship management skills. Ability to work independently and collaboratively across departments. Strong understanding of local and international banking regulations and market practices. Fluent in English (both spoken and written). Preferred Experience: Exposure to multinational financial institutions or cross-border transactions. Familiarity with wealth management solutions for corporate clients. Experience working with both local and regional banking clients.

  • Indonesia
  • Permanent
  • Negotiable

Client Relationship Manager (Commercial Lending)

Executive recruitment company Monroe Consulting Group Philippines is recruiting on behalf of a fast-growing financial institution that provides a comprehensive suite of banking services tailored to commercial clients. The company specializes in offering customized lending solutions and cash management products, empowering businesses to grow and thrive in a dynamic economic environment. Job Summary: Our respected client is seeking a Client Relationship Manager who will be responsible for managing and expanding relationships with commercial clients. This position is based in BGC, Taguig City, Philippines. Key Job Responsibilities: Provide professional financial services to commercial clients, including customized loans and cash management products. Independently expand lending and deposit portfolio for enterprise clients and promote non-credit financial products. Source new loan business opportunities and structure loans based on a thorough understanding of customer needs and industry trends. Conduct cross-selling activities in alignment with the customer's development stage to maximize single-product share. Manage credit risk effectively, acting as the first line of defense from initial customer engagement through post-loan management. Build a professional network and accumulate contacts within specific industries. Promote and enhance the company's brand presence in the local community. Deliver value-added services to enterprise clients through the bank's brand and platform. Collaborate with internal teams and external partners to expand business networks and achieve growth targets. Key Job Qualifications: 5-10+ years of relevant banking experience, preferably in servicing commercial clients. Strong learning ability with a curious and research-driven mindset toward emerging industries and trends. Proven experience in business development with excellent relationship management and sales skills. Solid foundation in credit management and financial modeling; capable of sound credit judgment, even in volatile conditions, by combining technical knowledge with practical experience. Excellent communication skills and strong team orientation. Bachelor's degree or higher.

  • City of Taguig
  • Permanent
  • Negotiable

Chief Internal Auditor

Executive search firm Monroe Consulting Group is recruiting on behalf of a growing digital bank which serves as a bridge between traditional banking and digital finance. Our respective client is looking for Chief Internal Auditor who is well-versed of the digital banking landscape. This is a Full Onsite role based in Taguig City, Philippines. Job Summary: The CIA is responsible for providing independent, objective assurance and consulting services designed to add value and improve the Bank's operations. As the head of the Internal Audit Department, the CIA helps the Bank accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control, and governance processes. The CIA will report directly to the Audit Committee of the Board of Directors and will have regular interaction with senior management across all business units. Key job responsibilities include: Develop and execute a risk-based internal audit plan aligned with BSP regulations and the Bank's strategic objectives. Develop and maintain comprehensive audit programs that guide the execution of internal audits, ensuring alignment with the Bank's risk profile and regulatory standards. Review audit working papers, comment sheets, and draft reports prepared by audit staff to ensure quality, accuracy, and sufficient documentation of findings. Assess the effectiveness and practicality of proposed recommendations aimed at enhancing business processes, internal controls, and operational efficiency. Conduct audits across all operational areas, with a special focus on digital platforms, cybersecurity, fintech partnerships, and IT systems. Evaluate the adequacy and effectiveness of internal controls, risk management, and governance processes. Lead the post/exit audit conference and discusses audit comments and recommendations with Line Management Present audit findings and actionable recommendations to the Audit Committee and Board of Directors. Present audit or investigation results and explains suggested recommendation to the Senior Management Monitor the implementation of audit recommendations taken up in the Audit Committee and report on the status of corrective actions. Maintain a strong understanding of emerging risks and innovations in digital banking and incorporate this into audit planning. Lead, mentor, and develop the Internal Audit Department, promoting a culture of integrity, accountability, and continuous improvement. Audit highly confidential matters as needed and performs special investigations for the management Serve as a liaison with external auditors, regulatory agencies (e.g., BSP, AMLC), and other stakeholders. Key job requirements include: Holder of a Bachelor's Degree in Accountancy. A Master's degree is preferred. Must be a Certified Public Accountant. Possession of any equivalent professional certification such as CIA, CISA, CFE, etc. is highly preferred. Must have least ten (10) years of experience in regular internal or external audit of a Thrift Bank, National Cooperative Bank, Quasi-Bank or Trust Entity; or at least seven (7) years of experience in regular internal or external audit of a Universal Bank or Commercial Bank Strong understanding and functional competency of accounting principles and standards, internal auditing standards, risk assessment methodologies, governance and control frameworks Strong understanding of digital banking technologies, cybersecurity risks, and IT governance frameworks (e.g., COBIT, ISO 27001). Proven experience in managing audits in digital systems, including mobile banking, online platforms, and core banking systems. Strong leadership, analytical, and communication skills. High level of integrity and professional ethics.

  • City of Taguig
  • Permanent
  • Negotiable

Head of Fund Operation (Technology), Bangkok, Thailand

Award winning Executive recruitment company, Monroe Consulting Group is recruiting on behalf of a privately held investment firm based in Bangkok, specializing in wealth management for partner families and investors. The company employs a multi-family office model, engaging in diverse asset classes such as hedge funds, private equity, and venture deals. With a strong track record in capital markets and private opportunities, the firm leverages its network to access non-traditional investments. It has also participated in notable funding rounds, including investments in Thailand-based ventures. Our client seeks a skilled Head of Fund Operation to oversee fund finance, ensuring accuracy, efficiency, and compliance. Responsibilities include fund accounting, reporting, and cash flow management while coordinating with administrators and external providers. The ideal candidate brings leadership, hands-on experience, and a background in fund or alternative asset management. Strong financial expertise and problem-solving skills are essential to support investment activities and fund structuring. Our respected client is seeking an experienced Head of Fund Operation to oversee fund finance operations, ensuring accuracy, efficiency, and compliance with regulatory requirements. This role involves managing fund accounting, financial reporting, and cash flow while working closely with fund administrators and external service providers. The ideal candidate will have strong leadership skills, a hands-on approach, and experience in fund or alternative asset management. This position requires excellent financial expertise, problem-solving abilities, and the capability to support investment activities and fund structuring. Job Responsibilities Manage all aspects of fund finance operations, ensuring smooth execution and regulatory compliance. Monitor and oversee cash flow, including capital calls and distributions. Collaborate with fund administrators to maintain accurate fund accounting and timely financial reporting. Establish and refine financial processes and internal controls to improve operational efficiency. Ensure adherence to industry regulations and best practices. Supervise the preparation of financial statements, investor reports, and fund documentation. Support acquisitions by assisting with structuring, entity setup, and coordinating with investment teams to facilitate seamless transactions. Oversee fund structuring, valuation, and contribute to fundraising initiatives. Provide operational and financial guidance to the investment team. Manage audits and tax reporting processes for funds. Deliver financial insights and analysis to aid investment decision-making and strategic planning. Build and maintain relationships with external stakeholders, including auditors, tax advisors, and legal counsel. Generate and present fund performance reports to senior leadership and investors. Supervise and mentor junior team members, fostering professional development. Handle additional financial projects and ad-hoc assignments as required. Job Requirements A bachelor's degree in finance, Accounting, or a related discipline; an advanced qualification (MBA, CPA, or equivalent) is advantageous. Extensive years of experience in fund finance or accounting, ideally within private equity or alternative asset management. Familiarity with both large-scale and small-scale fund operations is beneficial. In-depth understanding of fund accounting, financial reporting, and regulatory compliance. Experience in collaborating with fund administrators and overseeing external financial service providers. Proven ability to manage multiple tasks efficiently in a dynamic, fast-moving environment. Strong leadership and team management skills, with the ability to work across various departments. Sharp analytical and problem-solving abilities, coupled with keen attention to detail. Excellent communication and interpersonal skills, with the ability to convey financial concepts clearly. Proficiency in both Thai and English is highly preferred. Hands-on, proactive, and results-driven mindset. Well-developed organizational skills, capable of handling competing priorities effectively. Adaptability to evolving business needs and operational challenges. Innovative and flexible approach to problem-solving.

  • Thailand
  • Permanent
  • Negotiable

Compliance Lead (Financial Services)

Monroe Consulting Group Indonesia is currently assisting a leading financial institution in their search for a highly skilled Compliance Lead. This is a strategic role responsible for overseeing the bank's compliance functions, ensuring full adherence to regulatory requirements, and supporting the institution's integrity and risk management frameworks. Key Responsibilities: Lead the development, implementation, and monitoring of compliance policies, procedures, and frameworks in alignment with regulatory guidelines (e.g., OJK, BI). Serve as the primary liaison with regulators and ensure timely and accurate regulatory reporting. Identify potential compliance risks and recommend effective preventive and corrective actions. Monitor new and existing regulations, and ensure internal policies are updated accordingly. Develop and lead compliance training programs across departments. Support internal audits and regulatory examinations, and ensure timely closure of findings. Promote a culture of compliance and good corporate governance throughout the organization. Key Requirements: Bachelor's Degree in Law, Finance, Business, or a related field; a Master's degree or certifications in compliance is a plus. Minimum of 8-10 years of experience in banking compliance, with proven experience in leading teams and managing relationships with regulators. Strong knowledge of local banking laws and financial regulations (OJK, BI, AML, KYC, etc.). Excellent analytical, communication, and stakeholder management skills. High attention to detail, integrity, and ability to work in a fast-paced, regulated environment.

  • Indonesia
  • Permanent
  • Negotiable

Collection Management Analyst

Executive search firm Monroe Consulting Group Philippines is recruiting on behalf on behalf of an American multinational company, with products sold in over 180 countries. Our respective client is looking for Collection Management Analyst. Guaranteed 14th month pay Leave conversion PHP10,000 annual medical reimbursement Retirement plan What your day looks like You will work within the Sales Office to ensure treasury-related transactions, such as monitoring and counting of remittances, safekeeping of cash and checks, and management of revolving funds, are executed timely and accurately. You will ensure accuracy, timeliness, and completeness in: Recording remittances including monitoring of cash and check collection. This includes daily preparation of cash and checks for transmittal to the bank. Preparation of bank reconciliations including the early resolution of reconciling items. This includes preparation of related banking reports for submission to Treasury HQ. Manage revolving funds including disbursements of vendor payments, reimbursement of expenses, monitoring revolving fun levels, and submission of branch expense report to Accounts Payable. Ensure Sales Office treasury-related transactions are compliant with financial controls and with relevant PMI Practices & Principles including Fiscal Compliance Policies and Sarbanes-Oxley requirements End to end CWT Management, including monitoring and submission of Creditable Withholding Tax forms and liaising with the Tax Team. What you need to have Bachelor's degree in Accounting, Business, or other related course 1-3 years of work experience, handling or overseeing an accounting, financial support, treasury function, credit management, or cashiering, preferably in a multinational company (MNC) or bank Exposure in direct selling/distribution company of FMCG is preferred but not required Exposure in Creditable Withholding Tax (CWT) Management (End to End Process) Work Schedule and Location Generally Mondays to Fridays, 8AM - 5PM Saturdays, 8AM - 12 NN Based in Marikina Sales Office Full onsite work arrangement

  • City of Marikina
  • Permanent
  • Negotiable

Wealth Relationship Manager (Financial services)

Monroe Consulting Group is recruiting on behalf of a leading financial and investment services company that is revolutionizing wealth management in Thailand. This company is at the forefront of investment innovation, offering cutting-edge digital platforms, tailored advisory services, and a diverse range of financial products. With a strong commitment to expanding its wealth management division. Join this leading firm as a Wealth Relationship Manager, where you will play a key role in driving portfolio growth, fostering strong relationships with high-net-worth clients, and delivering tailored investment solutions to meet their financial objectives. This position is ideally suited for experienced professionals in wealth management with a proven track record of managing high-value portfolios. If you are seeking an opportunity to excel in a dynamic and growing financial environment, this role offers a platform for professional advancement and meaningful client engagement. Job Responsibilities Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, ensuring their investment needs are met and exceeded. New Business Acquisition: Proactively identify and acquire new clients through market research, networking, and referrals, expanding the client base. Tailored Investment Solutions: Assess clients' financial goals, risk profiles, and preferences to recommend customized investment strategies and solutions. Portfolio Management: Oversee and manage clients' portfolios, ensuring optimal asset allocation and consistent performance monitoring. Transaction Facilitation: Facilitate smooth and accurate investment transactions, coordinating with relevant parties to ensure timely execution. Strategic Planning: Develop and execute strategic call plans to deepen existing relationships and expand the client pipeline. Collaboration: Work closely with the product and marketing teams to implement client acquisition and retention campaigns. Compliance & Governance: Ensure all client activities comply with regulatory requirements, market conduct standards, and ethical practices. Reporting & Documentation: Prepare detailed reports, call plans, and updates on client meetings and portfolio performance, ensuring clear communication with internal teams. Job Requirements Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, or a related field. Experience in wealth management, investment advisory, or a related field, with a strong focus on managing high-value portfolios. Proven track record of managing large AUM portfolios. Must hold an IC License and be well-versed in Thai financial market regulations. Deep understanding of financial markets, investment products, and local regulatory frameworks. Demonstrated ability to build and maintain strong, long-term relationships with high-net-worth clients. Excellent verbal and written communication, negotiation, and interpersonal skills. Strong ability to assess client needs, analyze market trends, and recommend tailored investment strategies. Ability to work independently, manage multiple tasks while maintaining high performance standards and collaborate effectively with internal teams such as product and marketing to implement client strategies and campaigns.

  • Thailand
  • Permanent
  • THB100000 - THB200000 per month

Finance Operation Manager (insurance), Bangkok, Thailand

Monroe Consulting Group is recruiting on behalf of an international non-life insurance company based in Bangkok. This company provides a wide range of non-life insurance solutions to individual and corporation clientele across Thailand. It offers a flexible working policy, attractive employee benefits, and a convenient location near public transportation in the CBD. We are seeking a highly motivated and detail-oriented Finance Operations Manager to oversee day-to-day financial operations for our non-life insurance business in Thailand. This role is responsible for ensuring accuracy in financial transactions, regulatory compliance, timely reporting, and efficient operation of finance-related processes, including premium collection, claims payments, reconciliations, and ledger management. The ideal candidate should have strong knowledge of insurance accounting, local tax regulations, and hands-on experience in finance operations within the insurance or financial services sector Job Responsibilities Oversee all finance operations including premium receivables, claims payments, vendor payments, and bank reconciliations. Ensure compliance with the Office of Insurance Commission (OIC), Revenue Department, and other relevant regulatory bodies. Manage the monthly, quarterly, and annual closing processes in coordination with the accounting and actuarial teams. Work closely with underwriting, claims, and IT teams to ensure finance-related processes are integrated and efficient. Lead and support audits (both internal and external) and regulatory filings. Monitor and improve internal controls related to financial operations. Support budgeting, forecasting, and financial analysis activities. Prepare and submit accurate and timely financial reports to management and regulators. Supervise and develop a team of finance staff, providing leadership and performance management. Manage relationships with banks, external auditors, and tax advisors. Job Requirements Bachelor's or master's degree in accounting, Finance, or related field. CPA, CFA, or other relevant professional certification is a plus. Experience in finance, with at least 3 years in a managerial role. Previous experience in non-life insurance or financial services is required. Strong knowledge of Thai GAAP, IFRS, and OIC regulations. Familiar with ERP or insurance core systems (e.g., SAP, Oracle, TISCO, or custom-built systems). Proficiency in Microsoft Excel and financial modelling. Excellent communication skills in Thai and English. Strong analytical skills and attention to detail. Ability to work independently and manage multiple priorities under tight deadlines

  • Thailand
  • Permanent
  • Up to THB180000 per month

FVP, Head of Card Ops Processing Ctr

Executive recruitment firm Monroe Consulting Group's Professional Division is partnering with a leading financial institution known for its innovative drive. Our client is looking for a seasoned professional to step into the role of Head of Card Operations Processing Control. This role oversees daily operational planning and performance, ensuring all service level agreements (SLAs) are met while maintaining strong compliance and control standards. Job Responsibilities: Manage and lead the COPC team to ensure smooth daily operations including Singapore stakeholders. Identify areas to streamline processes, improve turnaround time, and reduce costs Conduct internal reviews to ensure compliance and control Handle data analysis and recommend corrective actions Address customer and internal feedback promptly Drive process improvement and operations-related projects Coach and mentor team members to maintain high standards Ensure procedures are up to date and in line with the Bank's policies Continuously improve productivity, service quality, and team performance Job Requirements: Bachelor's degree or higher 10+ years of experience in retail banking, particularly in Credit/Debit Card Operations Proven leadership with experience managing teams of 10 or more Adaptable in fast-paced environments with change management experience (RPA/automation a plus)

  • Malaysia
  • Permanent
  • Negotiable

VP2, Head of Card Ops Processing Ctr

Executive recruitment firm Monroe Consulting Group's Professional Division is partnering with a leading financial institution that is making its mark in the innovation realm. Our esteemed client is seeking an experienced professional to be their FVP, Credit Card Operations Processing Control, to be responsible for planning and managing resources effectively to meet daily operations requirements, monitoring of operations performance to ensure the team meeting SLA at all times and maintaining a high standard of operations control and compliance within the division. You will lead and manage the Card Operations Processing Centre team and related stakeholders, including counterparts in Singapore. Job Responsibilities: * Lead the COPC team * Lead and responsible for day-to-daye operations to ensure SLAs and all deliverables are met * Streamline processes to reduce operating cost and turnaround time without compromising quality and risk. * Conduct internal reviews / tests to ensure compliance * Assist with data analysis, report findings, recommend corrective actions and preventive actions for review. * Proactively manage and resolve customers' and business units' feedback and queries promptly * Drive operations related projects & process improvements * Lead and coach staff to a high standard of performance, productivity and service quality * Ensure that the Bank's policies, guidelines, operations control and compliance requirements are strictly adhered to; * Ensure that operation procedures are kept up to-date; * Identify opportunities to improve productivity, efficiency and service quality in the team and within the division while assuming the role as a mentor to coach staff to ensure high standard of performance, productivity and service quality Job Requirements: * Bachelor's degree (minimum) * At least 10 years of retail banking operations, especially in Credit/Debit Cards Operations * At least 10 years of team management experience with a minimum size of 20 * Able to multi-task and cope with change and diversity in a fast-paced environment * Experience in change management projects, including successful RPA and automation implementations. * Strong organizational and management skills with strong leadership qualities * Strong analytical and problem-solving skills * Strong interpersonal and communication skills with excellent verbal/written communication and interpersonal skills * Ability to think objectively and 'think outside the box' when analyzing issues * Ability to work under pressure

  • Malaysia
  • Permanent
  • Negotiable

Head of Finance

Executive recruitment company Monroe Consulting Group Malaysia's Finance & Accounting Division is recruiting on behalf of a global leader within the oil and gas industry. Our highly respected client is seeking a Head of Finance, with at least 12 years' of relevant experience. The job is based in Kuala Lumpur. Job summary The ideal candidate will be acting as Head of the Finance department, leading financial, tax and internal controls and process in compliance with the accounting standards and regulations for the company. Overseeing and managing multiple business divisions of the company and liaising with various stakeholders, departments, management, board of directors and external parties. This role is reporting to Group Financial Controller. Job responsibilities: Ensure timely financial and budget reporting to management Coordinate and prepare monthly financial report to directors Consolidate monthly division financial report "blue book & green book" Prepare yearly budget for head office expenses (shared cost) Consolidate yearly budget and budget revisions for company Monitor and control all expenses by each department and division to be in line with the approved budget Manage daily financial transactions upon approval by the management to ensure the sufficient funds are available to meet ongoing operational requirement Prepare cash flow on weekly basis and monitor company's cash flow Monitor daily bank transactions Ensure the cash advances are properly administered and reconciled Monitor Account Payable (payment) and Account Receivable (collections) Monitor monthly budget form (Purchase Order) and monitor AR tracker and collections on weekly basis Manage payment to authorities to make sure no penalties incurred To ensure payments for EPF, Socso, income tax, Tabung Haji, Zakat, Bank Rakyat and HDRF are on time, subject to receipt of information from HR dept To ensure withholding tax payments are made on time To ensure service tax payments are made to customs on time Purchase order Check and verify purchase order Coordinate preparation of yearly main tasks before due date Coordinate preparation of annual financial report and relevant schedules for Auditors To prepare tax estimates and yearly tax computation To prepare transfer pricing workings and schedules Review draft audited financial report from auditors, tax computations/returns from tax agent and transfer pricing report from transfer pricing advisers Monitoring of accounting system, oversee team members involved in operational banking matters and intercompany transactions Review date captured in accounting date system (Oracle Netsuite Accounting System) Monitoring of bank covenants, term loan disbursement and others bank facilities Monitor and reconcile intercompany transactions and balances Oversee Procurement Department Work with HR staff to recruit, interview, select and employ appropriate staff if required and approved by management Coach and mentor staff to have better understanding of task given Identify staff's competency gap requirements and related training needs Conduct yearly appraisals for finance staff Give recognition to staff Empower staff to take responsibility and be accountable Update KPI on monthly basis and monitor staff performance Ensure staff understands what is expected and job performed complies with company policy and procedure Obtain regular feedback and communication Keep staff updated on the department's performance, achievement and problems through regular engagements to create sense of responsibility in achieving common goals Foster team spirit among members in the department to improve performance Key Job requirements include: Bachelor's degree in Finance or Accounting or any relevant qualifications. Professional accountancy qualification is preferred e.g, ACCA, CIMA, CPA, ICAEW, ICAA, MICPA. At least 12 years of relevant working experience with few years in managerial capicity. Experience in management reporting, costing, budgeting and forecasting. Experience in consolidation, banking & financing will be an advantage. Detail and result oriented. Able to manage and guide junior team members in meeting their responsibilities. Good understanding of financial, tax reporting, statutory requirements and applicable accounting standards. Good in English communication and writing skills.

  • Malaysia
  • Permanent
  • Negotiable

Investment Consultant

Executive recruitment company Monroe Consulting Group's Professional Division is partnering with a leading financial institution that is making its mark in the investment realm. Our esteemed client is seeking an experienced professional to be their Investment Consultant for their wealth and advisory team. Job Responsibilities: Liaising with Advisory Team and Investment Team on in-house research views and market outlooks in relation to the production of appropriate business development collateral. Consistently works to deepen existing relationships with business units and regional representatives to increase value-added support to them. Meeting clients to review current investment arrangements, discuss market / industry developments and potential changes to consider / implement. Conduct investments-related presentation and training to support & lead client education events to help client gain better knowledge of financial markets and financial solutions. Construct portfolios for clients depending on their goals and risk profiles. Conduct portfolio reviews with representatives, assess product suitability and market change impact to products help by clients as appropriate, identify opportunities and manage risks. Other investment advisory support. Undertake ad-hoc functions and related duties as required. Requirements: Degree in related field (finance, investment, economics, accounting, actuarial science). Strong work ethic along with strong interpersonal and communication skills. Capable of taking responsibility for deliverables within a small, dynamic and high functioning team. Have solid understanding of financial markets and be able to communicate at all levels, internally and externally. Interested in investment markets/products along with the motivation to learn more about the financial investment landscape and sales process are key requirements. Outstanding communication, presentation and interpersonal skills. Excellent organisation and project management skills. Strong ability to articulate complex ideas and develop them into tangible benefits to clients and sales representatives, coach and develop talents, cope with ambiguities.

  • Kuala Lumpur
  • Permanent
  • Negotiable
Meet the team.
  • Avinash Kumar Manoharan

    Avinash Kumar Manoharan

    Managing Director - Malaysia

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  • John Stuart Tolmie

    John Stuart Tolmie

    Managing Director - Thailand

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  • Tina Nugraheni

    Tina Nugraheni

    Managing Director - Indonesia & Philippines

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