WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
Passionate about #capital market #wealth management #investment strategies #alternative investment. STAY NIMBLE, STAY INVESTED
BH Global Advisers Sdn Bhd has been acquired by CP Global
- Trained as a macro analyst, involved in extensive top-down research and technical analysis on major economies, financial markets and global events - Trained in conducting country, sector, asset class and investment product level analysis - Review, analyze and rebalance investment portfolio for clients - Assist to oversee and ensure the company meet Securities Commission Malaysia compliance standard.
- Assist the company to set up in-house investment department - Conduct in-house training for financial advisors (e.g. market outlook, asset allocation, product briefing) - Produce monthly report and investment recommendation for clients - Assist financial advisors to construct holistic financial planning for clients (insurance, investment and estate planning) - Experienced in unit trust, ETFs, structured products and bonds - Experienced to collaborate with business partners such as Philip Capital, IFAST Malaysia, Leonteq etc.