153 Investment Executive jobs in Malaysia

This is a high-impact role at the intersection of investments, operations, and technology. You’ll not only run and improve critical workflows for existing products, but also design and execute new operational processes from scratch for upcoming launches—partnering with cross-functional teams to build for scale and automation. If you thrive in fast-paced environments and enjoy solving complex problems that sit at the core of how investment products are delivered, this role is for you.

Take charge of operational workflows for current / future investment products, ensuring their smooth execution while proactively identifying areas for improvement. This includes reducing operational risk, increasing efficiency, and proposing enhancements such as process automation or error minimisation.

Play a key role in shaping the end-to-end operational workflows for upcoming product launches.

Collaborate closely with product, investment, compliance and technology teams to ensure scalable and efficient processes, with a focus on building for automation and long-term sustainability.

Design and implement operational workflows from the ground up, translating business and operational requirements into clear technical specifications.

Develop and maintain standard operating procedures (SOPs) to support the smooth execution of investment products and related processes.

Standardise and continuously improve documentation of investment workflows and product operations.

Provide analytical support to the investment and operations teams, contributing to projects that may span data requests, monitoring, fund analysis, or product enhancement initiatives.

Support the preparation of materials for quarterly reporting and Investment Committee (IC) meetings, as well as assisting with related ad-hoc requirements.

Ensure smooth operational processes

Identify potential frictions and errors ahead of time.

Ensure investment operations and monitoring processes run smoothly and accurately.

Maintain clear and up-to-date documentation of all investment-related procedures.

Employee financial and physical well-being

Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.

Comprehensive insurance coverage: Free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply).

Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.

Flexible work arrangements and policies

Work-from-home policy: You may choose to work from home or the office depending on what works best for you and your team.

Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country.

Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.

Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are.

Learning and development opportunities

Annual L&D budget: You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.

Team bonding budget and initiatives

Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.

Annual off-sites (Sept): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.

Wealth Management Trainee

High Basic + Comms | No Experience Needed | Career Growth | Flexible Work-Life Balance

Looking for a high-paying, fast-growing career that gives you financial freedom ? Whether you're a career switcher, or someone eager to succeed in finance , this role is for you!

What You’ll Do:

• Provide personalized wealth management solutions in investments, insurance, and financial planning
• Assess clients’ financial needs and help them achieve their long-term financial goals
• Build and maintain strong relationships with clients, offering ongoing financial advice
• Stay updated on market trends and industry developments to provide informed recommendations
• Work closely with experienced mentors to develop professional skills and accelerate career growth
• Grow into a leadership role with clear career progression and structured programme

Who We’re Looking For:

• Career switchers are welcome – No prior experience required
• Excellent communication and interpersonal skills
• Ability to build trust and establish long-term relationships with clients
• Minimum Diploma or Bachelor’s Degree in any field – No finance background required
• SG/ SGPR

What We Offer:

Competitive salary with uncapped commission & performance bonuses
Fast-track career progression – Clear pathways to leadership roles
Industry-leading training & mentorship by experienced professionals
Professional certification sponsorship to enhance your credentials
Flexible working arrangements to support work-life balance
Exclusive travel incentives & recognition programs

• Solicit new to bank customer current account opening.
• Actively drive for deposits on new to bank customers, identify business opportunities and ensure targets allocated met.
• Monitor and execute the action plans in achieving overall deposits target & number of new to bank customers allocated.
• Promote cash management solutions (Bizsmart)
• Build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals.
• To participate in sales campaigns and other promotional sales events
• Perform Partner-in-Sales / Cash management solutions presentation to clients based on the initial findings of their needs.
• Prepare proposals and tailor cash management solutions based on client’s needs.
• Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening
• To ensure a high standard of customer service in line with the quality and standards set by the Bank
• Support business partners for joint marketing calls.
• Work closely with business partners for customer referrals to deepen clients’ relationships and customer’s share of wallet.
• Ensure completeness of the necessary documentations for account opening and registration and set up for implementation of solutions. To ensure compliance to the policies and procedures set by the Bank
• Obtain market intelligence, establish network and update database of competitor’s offering.
• Collate feedback on any product requirements or any issues to Product & Distribution team.
  
  

• Experience in sales and marketing to a wide range of customers with at least 1/2 year experience
• Strong business acumen proactive and a highly motivated self-starter
• Good sales and customer relationship management
• Strong analytical skill in financial accounting and well-verse in cash flow analysis
• Effective written and verbal communication and presentation skills
• Good interpersonal skills & strong customer service culture & a good team player
• Resourceful and adaptable – with ability to work in changing environment
• Initiative, drive, enthusiasm with strong selling and negotiation skills
• Excellent planning and organization skills to meet objectives and deadlines

• Solicit new to bank customer current account opening.
• Actively drive for deposits on new to bank customers, identify business opportunities and ensure targets allocated met.
• Monitor and execute the action plans in achieving overall deposits target & number of new to bank customers allocated.
• Promote cash management solutions (Bizsmart)
• Build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals.
• To participate in sales campaigns and other promotional sales events
• Perform Partner-in-Sales / Cash management solutions presentation to clients based on the initial findings of their needs.
• Prepare proposals and tailor cash management solutions based on client’s needs.
• Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening
• To ensure a high standard of customer service in line with the quality and standards set by the Bank
• Support business partners for joint marketing calls.
• Work closely with business partners for customer referrals to deepen clients’ relationships and customer’s share of wallet.
• Ensure completeness of the necessary documentations for account opening and registration and set up for implementation of solutions. To ensure compliance to the policies and procedures set by the Bank
• Obtain market intelligence, establish network and update database of competitor’s offering.
• Collate feedback on any product requirements or any issues to Product & Distribution team.
  
  

• Experience in sales and marketing to a wide range of customers with at least 4-year experience
• Strong business acumen proactive and a highly motivated self-starter
• Good sales and customer relationship management
• Strong analytical skill in financial accounting and well-verse in cash flow analysis
• Effective written and verbal communication and presentation skills
• Good interpersonal skills & strong customer service culture & a good team player
• Resourceful and adaptable – with ability to work in changing environment
• Initiative, drive, enthusiasm with strong selling and negotiation skills
• Excellent planning and organization skills to meet objectives and deadlines

AFFIN Group WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Join to apply for the Manager, Private Wealth Management role at AFFIN Group

Develop and maintain client relationships within the high net worth (HNW) segment to achieve the bank's business strategies.

• Deliver comprehensive Wealth Management advice to High-Net-Worth Individuals clients.
• Cultivate and sustain relationships with High-Net-Worth Individuals clients to strengthen customer connections and achieve targeted revenue.
• Foster relationships within a client portfolio continually.
• Provide a comprehensive array of “Tri-Banking” services, including Retail Banking, Enterprise Banking, and Investment Banking, to meet the needs of High-Net-Worth Individual clients.
• Serve as a Personal Wealth Manager, formulating a comprehensive asset strategy aligning personal and business assets.
• Optimize client assets and revenue from Asset Under Management (AUM).
• Perform other duties as assigned by management.

• Degree in any discipline or equivalent.
• Minimum of 2 years’ experience in a related field.
• Possession of licenses in IPPC, FIMM, CEILLI, PCEIA Life & General, and TBE.
• Strong written and verbal communication skills in Bahasa Malaysia and English.
• Multilingual abilities are an advantage.
• Good marketing and sales management skills.
• Self-motivated, team player, assertive, and effective communicator across all levels.
• Good problem-solving skills with a customer-focused approach.
• Reliable, trustworthy, and committed with good interpersonal skills.

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Banking

AFFIN Group WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Join to apply for the Manager, Private Wealth Management role at AFFIN Group

Develop and maintain client relationships within the high net worth (HNW) segment to achieve the bank's business strategies.

• Deliver comprehensive Wealth Management advice to High-Net-Worth Individuals clients.
• Cultivate and sustain relationships with High-Net-Worth Individuals clients to strengthen customer connections and achieve targeted revenue.
• Foster relationships within a client portfolio continually.
• Provide a comprehensive array of “Tri-Banking” services, including Retail Banking, Enterprise Banking, and Investment Banking, to meet the needs of High-Net-Worth Individual clients.
• Serve as a Personal Wealth Manager, formulating a comprehensive asset strategy aligning personal and business assets.
• Optimize client assets and revenue from Asset Under Management (AUM).
• Perform other duties as assigned by management.

• Degree in any discipline or equivalent.
• Minimum of 2 years’ experience in a related field.
• Possession of licenses in IPPC, FIMM, CEILLI, PCEIA Life & General, and TBE.
• Strong written and verbal communication skills in Bahasa Malaysia and English.
• Multilingual abilities are an advantage.
• Good marketing and sales management skills.
• Self-motivated, team player, assertive, and effective communicator across all levels.
• Good problem-solving skills with a customer-focused approach.
• Reliable, trustworthy, and committed with good interpersonal skills.

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Banking