378 Investment Management jobs in Malaysia

Job Purpose:

• Reporting to the Head of Digital Investment Management, the Fund Operations Lead supervises the daily business transactions and operations of the unit to meet business objectives of the Digital Investment Management (DIM) unit.
• Responsible for upholding the quality of the DIM customer experience from a systems & operational perspective by: implementing efficient back-end processes and standards, ensuring compliance to internal and external regulation, monitoring & preventing operational risk events, managing stakeholder relations including internal compliance & external service providers, reporting on operational performance, and planning & executing improvements to operational processes.
• The Fund Operations Lead is supported by the DIM Operations team and works closely with the Customer Service, Investment and Project teams.

Job Responsibilities:

Investment Operations (fund accounting)

• Establish, implement and manage new & existing procedures on transaction processing related matters
• Establish, implement and manage new & existing procedures related to fund reconciliations matters of the business
• Establish, implement and manage new & existing procedures related to management accounts of the business
• Supervise and manage deliverables and timely implementation of new business initiatives
• Responsible for the effectiveness, efficiencies, accuracy and completeness of daily business transactions undertaken by the units

Client Quality Service Management (client account management)

• Initiate, implement and manage turnaround time in handling request from clients and e-KYC process
• In conjunction with client servicing teams, ensures all complaints resolved in a timely and satisfactory manner
• Identify, establish and ensure compliance with Statutory requirement, and agreed Service Level Agreement
• Identify and maximise automation opportunities to reduce manual processes, especially in areas where there are client interfacing risks
• Manage and review exception handling and implement preventive measures

Rules & regulations, compliance and Policy & procedure reporting requirements

• Establish and maintain accuracy and completeness of details furnished to the Regulators
• Establish and manage the readiness of business operational systems and processes
• Ensure compliance with timeline and submission requirements determined by the Regulators
• Establish, maintain and review up-to-date operation-related reports (i.e. e-KYC, management reporting, and etc.)
• Establish, implement, and maintain policies and procedures on the unit
• Establish, maintain and review error-free execution procedures

Staff & Self-Development

• Monitor staff performance, development plan, discipline and performance matters/issues
• Provide coaching and mentoring to direct reports
• Achievement of targeted competencies as per Individual Development Plan ("IDP")
• Achievement of participation in Group-wide compulsory training programs; and
• Conduct training for others

Job Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Minimum 8 years of relevant experience in fund operations, investment operations, or financial services.
• Demonstrated ability to lead and develop high-performing teams.
• Strong analytical and problem-solving abilities.

Company Description

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Role Description

This is a full-time on-site role for a Wealth Management Manager located at WP. Kuala Lumpur. The Wealth Management Manager will be responsible for overseeing and managing clients' financial planning and investment portfolios. Daily tasks will include developing personalized financial plans, providing investment advice, managing investment portfolios, and coordinating with insurance providers. Additionally, the role involves staying current with financial trends, maintaining up-to-date knowledge of market conditions, and ensuring compliance with regulatory requirements.

Qualifications

• Skills in Financial Planning and Finance
• Expertise in Investment Management and Investments
• Experience with Insurance products and strategies
• Strong analytical and decision-making skills
• Excellent communication and interpersonal skills
• Ability to work independently and within a team
• Bachelor's degree in Finance, Economics, Business, or related field
• Professional certifications such as CFP, CFA, or similar are a plus

Employment Type: Full-time

Working Hours:

• Monday to Friday: 8.45 am – 5.45 pm
• Occasionally on Saturday for events/roadshows

Job Scope:

• Introduce and promote financial protection & savings products to walk-in and existing bank customers
• Provide professional consultation and propose suitable financial solutions based on customer needs
• Establish and grow long-term customer relationships
• Drive sales performance by meeting assigned targets and KPIs
• Attend training and coaching sessions for continuous learning and career growth

Requirements:

• 2–3 years of relevant experience in sales, banking, or customer service
• Strong interpersonal and communication skills
• Motivated, result-oriented, and proactive
• No bankruptcy or bad debt record

Education Background (any of the following):

• SPM with minimum 5 passes (plus at least 3 years of sales experience), OR
• Diploma (preferred), OR
• Degree (advantageous for senior positions)

Salary & Career Path:

• Executive: RM 2,600 – RM 3,000 (basic)
• Senior Executive (Trainee): RM 2,800 – RM 3,300 (basic)
• Senior Executive: RM 2,800 – RM 10,000 (basic + incentives)
• Clear career growth into leadership and management roles

Benefits:

• High commission payout & monthly bonuses
• Annual bonus and tactical incentives
• Local and overseas incentive trips
• Medical benefits
• Staff-rate housing & car loans

How to Apply:

Submit your application via WhatsApp to Alvin at

(Agent: "Kosong Satu Satu, dua lima dua lima, enam sembilan lapan tujuh")

Agensi Pekerjaan Talent Focus Sdn Bhd | License No. JTKSM 1383 (No Agent Fee)

Employers Hiring?

We specialize in recruitment for the banking and insurance sectors. If you're an employer seeking talent, contact Kai at WA: "Kosong Satu Satu, dua lima dua lima, enam sembilan lapan tujuh").

Job Types: Full-time, Permanent, Fresh graduate

Pay: RM4, RM6,000.00 per month

Benefits:

• Health insurance
• Maternity leave
• Opportunities for promotion
• Professional development

Application Question(s):

• Do you have how many years of sales experience?

Work Location: In person

Role Overview
We are looking for ambitious individuals who are driven to achieve success. You play a vital role in engaging directly with clients to gain insight into their financial objectives, risk tolerance levels, and long-term goals. This involves conducting thorough needs assessments to identify gaps in their current coverage and recommending appropriate life insurance or family takaful products that align with their needs. The successful applicant will be rewarded with a competitive income, bonus, company incentive trips, Full corporate support, training, and development will be provided.

Qualifications
Professionalism:
High level of professionalism, integrity, and ethical conduct.

Interpersonal skills:
Ability to engage with colleagues, peers, and clients professionally.

Education:
Diploma Level in finance, business administration, economics, or a related field will be an added advantage.

Communication Skills:
Good communication skills. Ability to explain concepts clearly and understandably.

Client Focus:
Customer-centric mindset with a genuine desire to assist clients and build long-term relationships.

Team Player:
Collaborative attitude with the ability to work effectively in a team-oriented environment.

Career Benefits
Generous Compensation:
Enjoy a substantial starting salary, supplemented by commissions, bonuses, and incentives.

Global Opportunities:
Experience international travel and cultural exposure through overseas trips.

Flexible Work Arrangements:
Benefit from work flexibility that allows you to balance your professional and personal life.

Comprehensive Development:
Receive proven coaching and training to enhance your skills and career growth.

Secure Future:
Enjoy the peace of mind that comes with retirement benefits.

Career Advancement
As an insurance/takaful advisor, you will have the opportunity to advance and expand your role. With dedication, ongoing learning, and proven performance, you can progress to roles such as CFA, Unit Manager and Agency Manager, Additionally, you may pursue advanced certifications and continuing education opportunities to enhance your expertise and career prospects in insurance/takaful planning.

No working experience needed

Fresh graduates & SPM qualifications or

"O" Level are welcome for friendly interview

INDUSTRY: Financial Services | Insurance | Consulting

JOB TYPE: Full-Time

Open to: Malaysian Citizens Only

Branch Locations

• Seri Kembangan – 2-minute walk from Serdang Raya Selatan MRT
• Petaling Jaya – 10-minute walk from Kelana Jaya LRT

Why Join Us?

• Fast-Track Career Growth – Structured mentorship program with a clear leadership path.
• Unlimited Income Potential – Top performers regularly achieve 5-figure monthly incomes.
• Comprehensive Training – No finance background? We'll train you from the ground up.
• Supportive, Growth-Oriented Culture – Personal development, accountability, and team wins matter to us.
• Flexible Work Style – Work-life balance matters. You control your schedule, we focus on results.

What You'll Be Doing

• Offer personalized financial solutions in protection, investment, and retirement planning.
• Build and maintain long-term client relationships.
• Conduct financial needs analysis to understand each client's goals and priorities.
• Advise clients on insurance planning, savings, and wealth preservation.
• Participate in regular training sessions to enhance your skills and knowledge.
• Collaborate with mentors and teammates in a positive and driven environment.
• Engage in client events and marketing activities to expand your network.
• Work towards targets and enjoy attractive incentives and rewards.

Who We're Looking For

• Proactive, self-motivated, and people-oriented individuals.
• Passionate about personal finance, wealth building, or financial advisory.
• Open to fresh graduates – full training will be provided.
• Candidates with experience in sales, banking, real estate, or insurance are encouraged to apply.
• Proficiency in Mandarin is required to communicate with Mandarin-speaking clients.
• Only open to Malaysian citizens.

Ready to Take the First Step Toward a Rewarding Career?

Click "Quick Apply" now — we can't wait to connect with you

Feeling Stuck in a 9–5? Start a High-Income Career with Freedom & Growth

JS Wealth Planning Sdn. Bhd. is not your typical financial services company.

We're a dynamic, fast-growing firm looking for individuals who want to earn more, grow faster, and build a meaningful career helping others achieve financial freedom.

Who We're Looking For:

• Career changers or fresh grads wanting a breakthrough

• Good communication skills & positive mindset

• Self-driven, willing to learn and take responsibility

• Passion for helping others improve their financial future

What's in It for You?

• RM4,000–RM6,000 starting income

• Up to RM20,000/month with performance incentives

• Flexible hours – perfect for career shifters or fresh grads

• Full training provided – no finance background required

• 1-on-1 mentorship, supportive & positive team culture

• Clear career growth path from Associate to Leader

Job Description:

• Assist clients with financial planning applications and documentation
• Provide ongoing service and reviews to support long-term client relationships
• Attend weekly training and coaching sessions to build your skills and confidence
• Track and achieve monthly activity & performance targets (with guidance)
• Work with a team that encourages growth and supports you

Your Responsibilities:

• Build and maintain strong client relationships

• Provide tailored financial & protection solutions

• Learn and apply professional advisory skills

• Attend team meetings and personal development sessions

How to Apply:

Apply via JobStreet OR

Send your CV to

Limited slots available for August. Only shortlisted candidates will be contacted for interview.

Investment Business Management, Manager at Zurich Insurance — Generates insights into a specific area of expertise (macro, markets, asset classes, regulatory, etc.) based on data analysis. Articulates clear and actionable conclusions out of complex data sets.

• Retains and documents data analyses according to company policy.
• Keeps abreast of latest and relevant advancements in area of expertise and analysis tools.
• Provides holistic objective interpretation of data and conclusions, indicating solution options.
• Masters analysis tools available in the industry.
• Answers management’s data insights requests in their area of expertise.
• Provides data and insights to management to enable analysis of potential issues.
• Abides by quality standards of analysis and contributes to their collective definition.
• Collaborates and supports local businesses on such standards and best practices.
• Assesses the format, produces and enables reporting to effectively communicate insights.
• Proactively seeks information and networks among peers, managers, and experts across organizations and departments to enable flow of information across coworkers and functions.
• Explores, understands data, collects and combines data from different sources, compares and contrasts data to identify irregularities or patterns.

• Required: Bachelors degree and 5 or more years of experience in the Investment Analysis area.

• Preferred: Experience in working in financial sector is a strong advantage.
• Preferred: CFA or equivalent qualification is an advantage.
• Preferred: Strong analytical and planning skills.
• Preferred: Ability to effectively manage changing priorities.
• Preferred: Strong written and verbal communication skills.
• Preferred: Capable of understanding and managing investment related ad hoc tasks and projects.
• Preferred: Capable of providing meaningful analysis related to investment management.
• Preferred: Ability to enhance efficiency.

Mid-Senior level

Full-time

Finance

Insurance and Financial Services