Total 794 Investment Consultant job vacancies in The United States of America

Job Responsibilities:

• Record keeping of incoming applications from various Business Units.
• Manage and maintain files submission and ensure information is current at all times.
• Support credit staff on the requisition of clients' file and other administrative duties. 
• Prepare and maintain monthly statistics of applications received.
• Assist and coordinate the submission of monthly claims of staff within the department.

Requirements:

• Diploma in Business Administration, Accounting or equivalent. Minimum 2 years of related working experience for SPM holders. 
• Computer literate 

Perks & Benefits:

• Nearby to LRT Kerinchi Station
• Career progression with trainings provided
• Medical benefits inclusive insurance, dental and optical
• 16% employer EPF contribution

Job Summary :

The Corporate Sales Executive is responsible for developing and maintaining strong professional relationships with clients, understanding their business needs, and proposing solutions that meet these needs. This role typically involves negotiating contracts, managing client accounts, and achieving sales targets.

Key Responsibilities :

• Identify potential business clients through networking, cold calling, and industry research. Develop strategies to engage and secure new accounts.
  
  
• Maintain and enhance relationships with existing clients. Ensure that clients are satisfied with the company’s products or services, address any issues, and encourage repeat business and referrals.
  
  
• Prepare and deliver presentations to clients and prospects, highlighting the benefits of the company’s products or services tailored to their specific business needs.
  
  
• Negotiate terms and conditions of sales contracts and close agreements to maximize profits.
  
  
• Conduct market research to identify selling possibilities and evaluate customer needs. Stay updated on industry and market trends that can affect sales.
  
  
• Develop effective sales strategies and plans to achieve sales targets, aligning with the company's overall business goals.
  
  
• Generate and submit sales reports and track sales performance against targets. Provide management with insights and feedback gained from client interactions.
  
  
• Work closely with other departments, including marketing and customer support, to improve overall customer experience and satisfaction.

Skills and Qualifications :

• Proficient in building and maintaining professional relationships.
  
  
• Able to convey information effectively in both one-on-one and group presentation situations.
  
  
• Skilled in securing profitable agreements and tactfully handling objections.
  
  
• Able to develop strategic sales plans based on company goals and market trends.
  
  
• Competent in analyzing data and sales statistics to inform approaches and report to upper management.
  
  
• Comfortable using CRM software and other sales applications.
  
  
• A bachelor’s degree in Business Administration, Marketing, Economics, or a related field is often required.

Experience :

Experience in sales, especially B2B sales, is highly desirable. Previous roles in a specific industry may also be beneficial depending on the sector the company operates in.

Perks & Benefits

• Personal leave
• Personal development opportunities

Job Requirements ;

• Sales experience is preferred.
• High school, diploma, higher diploma, and/or tertiary graduates or a related field
• Able to work independently with minimal supervision
• Excellent communication and interpersonal skills
• Ability to understand customer needs and provide solutions
• Strong sales and negotiation skills
• Knowledge of pricing and product specifications
• Ability to work independently and meet sales targets
• Must willing to travel; locally and/or outstation with own transport, allowances will be provided accordingly

Job Description

• Engage with customers to understand their needs and preferences.
• Explain and educate customers on product specifications and pricing.
• Maintain accurate customer records and sales documentation.
• Ensure timely follow-ups with customers to maintain good customer relationships and close sales.
• Resolve any customer concerns or complaints in a professional and timely manner.

Remuneration and Benefits

• Attractive commission based on performance
• Handphone & Company line will be provided
•  Petrol and Toll Allowance will be provided
• Car Allowance will be provided

Company Overview:

Walden Lighting is the market-leading lighting consultancy firm in Malaysia, we have the first state-of-the-art lighting experience store located in Kuala Lumpur. Lighting has almost nothing to do with fixtures and fittings, is all about creating the right sort of atmosphere.

As the company is expanding, we are looking for enthusiastic, young, and creative people to join us in inspiring more people about the impact of lighting. Also, more career advancement will be offered as the company will be expanding to other states.

You will be handling as a practice lighting consultant, to design and proposal suitable lighting proposals to clients according to their needs. Through our interactive lighting tour, help client to understand better the lighting impact in their house. 

Job Responsibilities :

• Responsible for handling the leads and customer inquiries and converting potential clients to customers.
• Design and propose a suitable lighting plan (Training will be provided) 
• Provide professional lighting and ambience advice to clients, and review the lighting plan to best fit their needs. (Training will be provided)
• Achieve the sales target monthly
  Manage customer experience by attending and building interpersonal relationships through lighting tours.
• Willing to learn, and take initiative on the project assigned from superior.
  Be responsible and professional.

Job Requirements:

• AutoCAD and Photoshop
• Persistent in following up and through to completion.
• Excellent presentation and communication skills.
• Project Management Skill and Time management.
• Adaptable & highly flexible with changes

* Fresh grads are welcome to apply. Full training will be provided to become a qualified lighting consultant

Perks & Benefits:

• Commission and bonus
• Allowance (travel stipends, transportation, etc.)
• Nearby public transport
• Central location
• Casual dress code
• Free snacks / Happy hours
• Regular team activities
• Company trips
• Personal leave
• Personal development opportunities

The Application Consultant
is responsible for managing all software implementation and professional service delivery assigned. The requirements and key attributes required for this position are the Responsibilities:

Professional Services:

• Provide application and business analyst consulting services.
• Identify solutions by understanding client requirements and researching the options available in our software products.
• Develop functional specifications for customers.
• Conduct software implementation including education and training for customers.
• Develop and update project management documentation.
• Communicate with customers punctually and professionally.
• Project Management.
• Customer Support Services.
• Assist clients with software bugs/faults & inquiries.
• Help Desk Services for Software Support Services.

Skills & Attributes:

• Accountable and strong ownership in performing assigned tasks.
• Understanding of client service philosophies
• Knowledge of business practices, standard policies & procedures of the company's software products. Knowledge of Dealer Management Systems (DMS) and the automotive Industry will be an added advantage.
• Proficient with personal computer tools, preferably Microsoft Windows, Word, Excel, PowerPoint, and Project.

Outlook and Attitude:

• Motivated to work with minimal supervision.
• Desire to achieve set goals.
• Ability to deal with clients at all levels.
• Maintain a positive attitude towards your work, colleagues and customers.
• Respect the customer's requests, maintaining a polite attitude at all times.

Qualification:

• Degree in Computer Science, Information Systems, Business Administration, Accounting, or equivalent from a recognized Malaysian university.
• Working experience in implementing business applications such as HRMS, ERP, Accounting, and Manufacturing application software is an added experience.
• Interns are welcome to apply.

Perks & Benefits

• Dental Allowance.
• Medical Allowance.
• Travelling Allowance.
• 5-Days Work Week
• WFH Flexibility.
• Employees Provident Fund (EPF), Social Security Organization (SOCSO) insurance, and Annual leave.

Responsibility

• Deliver fair outcome to our customers and ensure the quality of service in place.
• Actively share customer feedback with internal departments to improve the customer experience.
• Actively respond to the feedback received from social media.
• Work with internal teams to ensure the pre & post service for all products are in place.
   

Requirements

• With 1+ years of hands-on experience in the fintech or blockchain industry.
• Familiar with professional English email writing.
• Ability to articulate issues or problems to internal departments.
• Knowledge of blockchain would be an advantage.
• The ability to communicate in Mandarin would be an advantage.
• Good and positive attitude with a keen interest in learning.
   

Benefits

1. Competitive pay package (base salary + transportation allowance + night shift allowances + generous KPI bonus programme + annual bonus).
2. Excellent growth and advancement opportunities: we offer you support, skill development, coaching opportunities, and training programmes to help you succeed.
3. Employee engagement, recognition, and appreciation programmes
4. Annual Leave, Sick Leave, Hospitalization Leave, Wedding Leave, Maternity Leave, Paternity Leave, and a variety of other benefits are available.
5. Comprehensive insurance coverage
6. Festival gifts, Wedding gifts, birthday vouchers, etc.
7. Team Building

Responsibilities:

• Analyze clients' financial statuses.
• Examine and suggest financial opportunities.
• Develop sound plans and budgets for clients.
• Customize financial plans according to client's changing needs.
• Help clients implement their plans and carry out transactions.
• Present and provide suitable financial services.
• Find and approach prospective clients.
• Build strong relationships to retain existing clients.
• Maintain updated knowledge of regulations, practices, and financial services.

Requirements:

• Proven experience as a financial planner or similar role; experience in sales or customer service is an asset.
• Ability to analyze financial information and comply with regulations.
• Good ethics, with a customer-oriented attitude.
• Outstanding communication skills, with the ability to foster long-term relationships.
• Possess at least a Diploma in accounting, finance, business administration or relevant field

Perks & Benefits

• Commission and bonus
• Central location
• Flexible working hours
• Casual dress code
• Personal development opportunities
• One To One Products Training Will Be Provided

Responsibilities:

• Define project goals and objectives.
• Monitor and analyze project effectiveness using qualitative and quantitative tools.
• Recommend and implement modifications to improve effectiveness and attain project milestones.
• Organise, coordinate and monitor activities of assigned projects to develop and implement procedures,processes and systems.
• Educate employees in methods to ensure project continuity and completeness.
• Create detailed task lists and work effort assessment.
• Arrange short and long-term resource allocation plans based on input from all key players and team members.
• Manage schedules and risk management plans and provide serious deviations warnings hindering project results.
• Identify changes in work scope in the project plan.
• Ensure to take appropriate planning measures with all clients to reassess, renegotiate and amend scope of work responsibilities, proposals, contracts and budgets.
• Evaluate and analyze with team risks and issues compromising project results and develop plans to mitigate them.
   

Requirements: 

• Proven work experience as a Project Planner or similar role.
• Familiarity in project management, from conception to delivery.
• An ability to prepare and interpret flowcharts, schedules and step-by-step action plans.
• Outstanding organizational skills, including multitasking and time-management.
• Excellent client-facing and teamwork skills.
• Knowledgeable with risk management and quality assurance control.
• Good working knowledge of Microsoft Project and Microsoft Planner.
• Hands-on experience with project management tools.

Perks & Benefits

• EPF
• SOCSO
• Commission and bonus
• Allowance (travel stipends, transportation, etc.)
• Annual Leave
• Company Trip
• Paid Sick Leave
• Annual Dinner

RESPONSIBILITES

• To perform follow up on potential deals and customers.
• Daily sourcing of leads or new sales opportunities. 
• To liaise with R&D team closely for customers’ enquiry. 
• To arrange food presentation, food testing or customer visits for potential, new and existing customers. 
• To achieve monthly sales target discussed and set by management team.
• To provide solutions to potential, new and existing customers. 
• To maintain a good and healthy relationship with potential, new and existing customers.
• To track orders, trace production and trace delivery on your sales. 
• To proactively follow up payment and collect payment. 
• To perform after sales service to existing customers. 
• To conduct market research to identify selling possibilities, and report to superior. 
• To submit weekly sales report to superior.
• To draft and prepare any relevant documents (e.g. Sales Contract, Non-Disclosure Agreement etc) as well as new customer account opening. 
• To fully commit in any sales related process. 
• To arrange quarterly sales meeting with Sales Team and Managing Director for review and discussion.
• Any ad hoc task by superior or management. 

REQUIREMENTS

• Possess at least 2 years of F&B sales manufacturing line experience. 
• Ability to speak, write, and read in English, Bahasa Malaysia and Mandarin. 
• Possess Microsoft Offices (Word, Excel, Power Point) skills. 
• Possess own transport, able to be prepared and attend for events during weekends. 
• Passionate in F&B manufacturing line and eager to learn new things. 
• Punctuality.
• Proactive and independent team player.
• Willing to take challenge. and a positive thinker
• Multi-tasker, and able to work under pressure in order to achieve sales target. 
• Aggressive in achieving goals set by management.
• Willing to work after ordinary working hour (If needed only). 
• Working Hour: 8.30am - 5.30pm (Mon to Fri)

INCENTIVES

• Fixed monhtly allowance (RM500 - RM700). 
• Commission entitlement (0.5% - 2%). 
• Basic salary negotiable, depending on education qualification and working experience. 

Company Background:

Talent Recruit is one of the fastest growing recruitment agencies in Malaysia. We strive to support our clients to achieve continued success by delivering the best talent in the market. We also aspire to create significant impact in our communities that bring life changing experience by helping people in achieving their purpose and career goal.

Talent Recruit offers Permanent Placement, Contract Staffing and International Recruitment services, ranging from small companies to large multinational organizations representing various industries and job specialization such as Top Management, Finance & Accounting, Sales & Marketing, Retail, Production, Customer Service, Human Resource & Administration, Banking, Engineering, Information Technology, Education, Logistic & Supply Chain. For further information, please visit www.talentrecruit.com.my.

Due to expansion, we are currently looking for Recruitment Consultant (Junior/Senior) to join our experienced and growing team.

Job Responsibilities:

• To support the full spectrum of recruitment activities, from research, sourcing, interview, offer and all the operational and administrative work associated with hiring.
• Responsible for professional and non- professional hiring across all business functions
• Responsible for the full recruitment process, including managing job posting and headhunting, sourcing and screening of candidates, candidate tracking and status updates to hiring managers.
• Facilitate interview feedback sessions, prepare salary proposal, extend verbal offers and issue Employment Agreements
• Build strong relationships with client and develop an expertise in their business and talent needs, helping to develop and manage talent pools and pipelines
• Assessing and responding to the needs of each particular client or assignment.
   

Job Requirements:

• Candidate must possess at least a Diploma/ Degree in Human Resources or any related fields.
• Minimum 2-3 years of working experience in recruitment agency will be added advantage
• Excellent verbal and written communication, with relationship building skills.
• Proficiency with the Microsoft Office suite (Excel, PowerPoint, Word, Outlook).
   

Job Details

• Working Hour: Monday - Friday, 8:30am - 5:30pm
• Location: Puchong, Selangor
• High commission payout!
• Hybrid work arrangement can be arranged
   

Interested and qualified candidates may apply online or email your updated resume at clement@talentrecruit.com.my

Only shortlisted candidates will be notified.

• High Commission
• Hybrid working arrangement (upon confirmation)
• Near LRT
• 5 working days (Mon-Fri)

As the Marketing Head for an asset management company, your role would encompass a diverse range of responsibilities aimed at promoting the company's investment products and services, enhancing brand reputation, and maintaining effective communication with various stakeholders. Here's an overview of what the job might entail:

1. Developing Marketing and Communication Strategies:

To develop comprehensive marketing and communication strategies aligned with the company's goals and target audience. This involves understanding the competitive landscape, market trends, and client preferences to craft effective plans.

2. Brand Management:

To oversee the management and development of the company's brand identity, ensuring consistency across all marketing materials and communications. This includes maintaining brand guidelines, managing brand messaging, and fostering brand loyalty among clients and investors. The role includes a strategic approach to selecting high-quality products that align with the company's brand image and the expectations of your elite clientele.

3. Content Development:

To create compelling and informative content is crucial for engaging clients and investors. You'll oversee the development of content such as presentation slides, annual/interim reports, factsheet, monthly commentaries, corporate proposals, forms, video and social media posts. 

4. Product Promotion:

To oversee the promotion of the company's investment products and services through various channels such as digital marketing, advertising, events, and sponsorships. Your goal is to effectively communicate the value proposition of the products and attract potential investors.

5. Market Research and Analysis:

To conducte market research to understand investor preferences, industry trends, and competitor activities is crucial for making informed decisions. You'll analyze market data and client feedback to identify opportunities for growth and innovation.

6. Compliance:

To ensure compliance with regulatory requirements and industry standards is paramount in marketing financial products. You work closely with the legal and compliance teams to ensure that marketing materials adhere to relevant regulations and guidelines.

7. Team Leadership and Collaboration:

To lead and motivate the team of marketing and communication professionals is critical for achieving departmental goals. You'll foster a collaborative and creative work environment, encourage professional development, and ensure alignment with company values and objectives.

Perks & Benefits

• Allowance (travel stipends, transportation, etc.)
• Nearby public transport
• Central location
• Medical, dental and optical benefits
• Gym facilities

1. Conduct thorough research and analysis of global macroeconomic trends and indicators.
2. Evaluate the performance and outlook of various financial markets, including equities, fixed income, currencies, and commodities.
3. Analyze the characteristics and potential risks associated with different financial products, such as mutual funds, ETFs, derivatives, and alternative investments.
4. Develop and implement investment strategies tailored to meet client objectives and risk preferences.
5. Monitor portfolio performance and recommend adjustments as needed based on changing market conditions and investment outlook.
6. Prepare comprehensive reports and presentations to communicate investment recommendations and insights to clients and internal stakeholders.

Why is this an exciting opportunity.

An inclusive and fun workplace where the alchemy of people and technology creates experiences people love and actions brand’s needs.

The opportunity to experience another world, learn a skill or do something you are passionate about outside of media through our annual Human Experience Day.

Flexible working – the ability to mould the way you want to work to fit your lifestyle.

A constantly evolving and personalised Learning and Development programme tailored to the training you need to drive your career development.

Local and Global Mobility – transferring to any agency within Publicis Groupe in Australia and internationally.

An onboarding program that commences from the point of you accepting our offer and shares everything that you need to know about Starcom and sets you up to achieve success throughout your first 6 months.

Progressive parental leave initiatives.

Wellbeing initiatives that support your ‘Wholeself’ – mental health initiatives which include a Publicis wide shut down in October each year to mark World Mental Health Day. We also have massages, flu shots, free breakfast and fruit and access to our Employee Assistance Program.

The transformation you will experience.

Perform media buying activities across all mediums and provide accurate reporting and investment services to both Investment and Business Management teams.

Your scope will include:

• Ensure that campaign spend does not exceed planned costs
• Supervise Exec/Co-Ord to ensure the following:
• Accurate reporting 
• Accurate and timely data entry of campaigns using correct rate cards, surveys, PO numbers and BCC commission rates
• Deliver highly competitive rates across all media outside of master media deals
• Must have total knowledge and understanding of client media contracts and implement all aspects correctly
• Present proactive, relevant media opportunities to client at planning stage and continuously throughout the year
• Provide client with latest market intelligence relevant to their business on a regular basis - e.g. email client weekly of a top rating program that they have bought into, create hype and excitement around each campaign
• Ensure media post reports are completed 1 week after all consolidated data for burst arrives and results are presented to the team including learnings.
• Must provide full campaign post report including media learning's and strategic insights
• Monthly Competitive reviews.
• Responsible that all reports are executed correctly.

What you’re looking for

• A supportive and collaborative culture
• Fulfil your career ambitions in a business large enough to accommodate them - we have one of the best mobility programs GLOBALLY!

What type of person will be successful in this role

• Competent in all media buying and planning fundamentals.
• 3-4+ years in industry
• Experience in market insight into trading, tracking and reporting of campaigns.
• If you can effectively utilise all available tools to perform trading, reporting, research and analysis, such as: BCC, eTAM, ZOOM TV Optimiser, ZOOM Planning Tools, TARDIIS, eRAM, Asteroid, MOVE and Microsoft Office

• Knowledge of core digital tools include Nielsen Answer, Ad Relevance, Social Tools, Bench tools, Google Insights

If you don’t tick every box in this ad, please don’t rule yourself out. Research suggests that women and other people in underrepresented groups tend to only apply if they meet every requirement. We focus on hiring people who share our values of inclusion, collaboration, adaptability, fearlessness, and integrity, rather than ticking boxes – so if this role resonates with you, please apply.

Diversity. Inclusion. Equity. More than just words, these are part of our DNA. At Publicis Groupe we are committed to the inclusion and recognition of all people; regardless of race, age, culture, ability, ethnicity, gender identity or expression, sexual orientation, marital status and religious affiliation. We believe that to deliver the best solutions to our clients, our people need to reflect the diverse communities in which our clients operate in. We value diversity and the skills, knowledge and experience that difference brings to our culture and solutions. 

Uniqueness is powerful; without it we wouldn’t be where we are today. So be you – we like it that way. 

We are committed to providing reasonable adjustments for people with disability or those that require additional support throughout the application process.  If you need any assistance or adjustments, please contact us via recruitment@publicisgroupe.com - your personal information will be kept confidential.

We are an established family office based in Singapore.

We are looking for a skilled Investment Analyst with 3 to 5 years of experience in investment research and analysis to be part of the Investment team.

You will support the investment decision-making process by conducting market research, financial analysis & modelling and due diligence.

Responsibilities

• Conduct research and analysis on potential investment opportunities across various asset classes, including stocks, fixed income, funds, private equity and alternative investments.
• Analyse financial statements and company performance and evaluate industry trends to identify investment opportunities and risks.
• Monitor existing investments and conduct performance analysis, with regular updates on the companies, market conditions and industry trends to our management.

Requirements

• University degree in business, finance or other suitable qualifications.
• Strong financial analysis skills with proficiency in investment valuation techniques and financial modelling.
• Proficiency in utilizing financial databases, research tools and software to gather and analyse investment data.
• Able to read and speak in Chinese as need to liaise with China counterparts.

Job Description:

1. Investment Analysis and Research:

· Conduct thorough analysis of investment opportunities across various asset classes including equities, fixed income, real estate, and alternative investments.

· Research and evaluate potential investments based on their risk-return profile, market trends, and financial performance.

· Prepare detailed investment memos and presentations for the Investment Committee.

2. Fund and Portfolio Management:

· Manage a portfolio of institution-sized capital, ensuring optimal asset allocation and risk management.

· Track and analyse portfolio performance against benchmarks and industry standards. Prepare regular performance reports for stakeholder and senior management.

3. Due Diligence:

· Conduct due diligence on investment managers, funds, and direct investments to ensure alignment with the family office's investment strategy and risk tolerance.

· Evaluate legal, financial, and operational aspects of potential investments.

4. Reporting and Compliance:

· Keep abreast of market developments, economic indicators and regulatory changes whilst regularly updating senior management and stakeholders on fund performance.

· Ensure compliance with regulatory requirements and internal investment policies.

5. Continuous Learning and Development:

· Stay updated with industry trends, market developments, and investment strategies.

· Continuously improve investment analysis techniques and methodologies.

6. Other Responsibilities:

· Assist in special projects and initiatives related to the investment function of the family office.