Tasks & Responsibilities
  • 01
    Analysing the financial profile of companies for the purpose of making investment recommendations;
  • 02
    Building and maintaining a client base;
  • 03
    Interviewing clients to determine financial status and objectives, modified risk and other information needed to plan financial and investment strategies;
  • 04
    Overseeing and coordinating treasury activities such as foreign exchange, money market and bond transactions;
  • 05
    Arranging to buy and sell stocks and bonds for clients;
  • 06
    Monitoring investment performance and reviewing investment plans based on modified needs and changes in markets;
  • 07
    Carrying out inspections, research and analysis of real estate details for the purpose of providing valuation reports;
  • 08
    Performing related tasks; and
  • 09
    Enhancing knowledge and coordinating work performance.

What are the skills required?

Skills, knowledege and abilities that are essential to carry out a task with determined results. Skills can often be divided into domain-general and domain-specific skills.

Soft Skill
English
Able to speak English
Soft Skill
Communication
The ability to communicate effectively with superiors, colleagues, and staff is essential, no matter what industry you work in.
Hard Skill
Analysis
The ability to collect and analyze information, problem-solve, and make decisions
Hard Skill
Mandarin
Able to speak Mandarin
Soft Skill
Bahasa Malaysia
Able to speak Bahasa Malaysia
Soft Skill
English
Able to speak English
Hard Skill
Analysis
The ability to collect and analyze information, problem-solve, and make decisions
Soft Skill
Leadership
Leadership is both a research area and a practical skill encompassing the ability of an individual or organization to "lead" or guide other individuals, teams, or entire organizations.
Soft Skill
Bahasa Malaysia
Able to speak Bahasa Malaysia
Soft Skill
Market Research
Market research (also in some contexts known as Industrial Research) is any organized effort to gather information about target markets or customers.
Hard Skill
Forecasting
Forecasting is the process of making predictions of the future based on past and present data and most commonly by analysis of trends.
Soft Skill
Financial Planning
Experience performing a comprehensive evaluation of an investor's current and future financial state by using currently known variables to predict future cash flows and asset values.
Soft Skill
Writing
Experience expressing business messages effectively in written form. This may include planning drafting and revising as necessary.
Hard Skill
Mandarin
Able to speak Mandarin
Hard Skill
Wealth Management
Wealth management as an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services.
Soft Skill
Communication
The ability to communicate effectively with superiors, colleagues, and staff is essential, no matter what industry you work in.
Soft Skill
Financial Planning
Experience performing a comprehensive evaluation of an investor's current and future financial state by using currently known variables to predict future cash flows and asset values.
Hard Skill
Financial Management
Financial management refers to the efficient and effective management of money (funds) in such a manner as to accomplish the objectives of the organization.
Soft Skill
Market Research
Market research (also in some contexts known as Industrial Research) is any organized effort to gather information about target markets or customers.
Soft Skill
Critical Thinking
Experience objectively examining assumptions (adopted rules of thumb) underlying current beliefs to assess their correctness and legitimacy, and thus to validate or invalidate business beliefs.
Soft Skill
Leadership
Leadership is both a research area and a practical skill encompassing the ability of an individual or organization to "lead" or guide other individuals, teams, or entire organizations.
Soft Skill
Writing
Experience expressing business messages effectively in written form. This may include planning drafting and revising as necessary.
Hard Skill
Forecasting
Forecasting is the process of making predictions of the future based on past and present data and most commonly by analysis of trends.
Soft Skill
Business Planning
Experience constructing a document that brings together the perspectives of many business teams including finance, human resources, intellectual property management, and marketing to create a credible understanding of the future of the company for someone who is unfamiliar with the business.
Hard Skill
Japanese
Japanese (, Nihongo, [ihoo] or [ihoo]) is an East Asian language spoken by about 125 million speakers, primarily in Japan, where it is the national language.
Soft Skill
Listening
Expertise in focusing on the words and intention being communicated by another in a way that demostrates focus and enhances the effectiveness of the interaction.
Hard Skill
Market Analysis
A market analysis studies the attractiveness and the dynamics of a special market within a special industry.
Hard Skill
Performance Analysis
Performance Analysis is the process of studying or evaluating the performance of a particular scenario in comparison of the objective which was to be achieved. Performance analysis can be do in finance on the basis of ROI, profits etc. In HR, performance analysis, can help to review an employees contribution towards a project or assignment, which he/she was allotted.
Hard Skill
Financial Forecasting
A financial forecast is an estimate of future financial outcomes for a company or country (for futures and current markets).
Hard Skill
Financial Management
Financial management refers to the efficient and effective management of money (funds) in such a manner as to accomplish the objectives of the organization.
Soft Skill
Strategic Planning
Strategic planning is an organization's process of defining its strategy, or direction, and making decisions on allocating its resources to pursue this strategy.
Soft Skill
Strategic Thinking
Strategic thinking involves the generation and application of unique business insights and opportunities intended to create competitive advantage for a firm or organisation
Hard Skill
Trend Analysis
Trend analysis is the rampant practice of collecting information and attempting to spot a pattern.
Hard Skill
Wealth Management
Wealth management as an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services.
Hard Skill
Business Analysis
Experience identifying business needs and and determining solutions to business problems.
Soft Skill
Critical Thinking
Experience objectively examining assumptions (adopted rules of thumb) underlying current beliefs to assess their correctness and legitimacy, and thus to validate or invalidate business beliefs.
Hard Skill
Investment Management
Investment management is the professional asset management of various securities (shares, bonds and other securities) and other assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors.
Hard Skill
Japanese
Japanese (, Nihongo, [ihoo] or [ihoo]) is an East Asian language spoken by about 125 million speakers, primarily in Japan, where it is the national language.
Hard Skill
Market Analysis
A market analysis studies the attractiveness and the dynamics of a special market within a special industry.
Hard Skill
Performance Analysis
Performance Analysis is the process of studying or evaluating the performance of a particular scenario in comparison of the objective which was to be achieved. Performance analysis can be do in finance on the basis of ROI, profits etc. In HR, performance analysis, can help to review an employees contribution towards a project or assignment, which he/she was allotted.
Hard Skill
Competitive Analysis
Experience identifying competitors and evaluating their competitive position using industry methodologies such as Porter's 5 forces of competitve analysis
Hard Skill
Economic Analysis
A systematic approach to determining the optimum use of scarce resources, involving comparison of two or more alternatives in achieving a specific objective under the given assumptions and constraints.
Hard Skill
Financial Consulting
Experience providing an independent, expert opinion on a proposed business plan or decision to large corporations, government agencies and individual clients.
Hard Skill
Investment Analysis
Working experience of Investment Analysis. Investment analysis, defined as the process of evaluating an investment for profitability and risk, ultimately has the purpose of measuring how the given investment is a good fit for a portfolio.It can range from a single bond in a personal portfolio, to the investment of a startup business, and even large scale corporate projects.
Soft Skill
Investment Planning
The placing of funds into the proper investment vehicles based on the investor's future goals, time horizon, and priorities.
Hard Skill
Liquidity Management
In finance, liquidity management takes one of two forms based on the definition of liquidity. One type of liquidity refers to the ability to trade an asset, such as a stock or bond, at its current price. The other definition of liquidity applies to large organizations, such as financial institutions.
Hard Skill
Profit and Loss Analysis
The analysis of Profit and Loss Statements. A profit and loss statement (P&L) is a financial statement that summarizes the revenues, costs and expenses incurred during a specific period of time, usually a fiscal quarter or year.
Hard Skill
Risk Reporting
Working experience of Risk Reporting, which could include reporting on the strategic and financial impact of risks and/or ensuring that risk reporting systems operate efficiently.
Field of Study Required
Field of study consists of a broad area of academic and skills qualifications that come under a similar branch of subject knowledge. In addition, courses offered under each field of study require similar academic entry requirements.
Finance, banking and insurance
Finance, banking, insurance is the study of planning, directing, organising and controlling financial activities and services. It includes the control and monitoring of the financial resources of organisations, instituitions and individuals, and the provision of financial services at the corporate and individual levels.
5,565
Graduates

(2019)

Accounting and taxation
Accounting and taxation is the study of maintaining, auditing and recording financial transactions.
5,465
Graduates

(2019)

Economics
Economics is the study of economic policy, economic theory and economic decision making.
1,751
Graduates

(2019)

Statistics
Statistics is the study of collecting, describing, arranging and analysing numerical data. Study of probability theory and actuarial science is included.
770
Graduates

(2019)


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