Vice President
MOHAMAD AMIR MOKHTAR
MOHAMAD AMIR MOKHTAR
VICE PRESIDENT
MUHIBAH ASET BERHAD
Working Experiences
Feb 2020 – Disember 2024
Citadel Trustee Berhad
Brief Introduction of the Company
A newly setup Trustee Company
CEO of Citadel Trustee Berhad
To set up a trustee company
To do marketing to add business to the company.
To hire support staffs, which include back-office staff, operational staffs, etc.
To report to BOD on all matters.
To do budgeting for the company to ensure costs are managed properly.
To prepare strategy to business directions.
To prepare cashflow of the company.
To ensure compliance with regulator and to meet the highest standard of operations.
To ensure guidelines related to anti-money laundering is properly administered.
To prepare business plan.
To prepare service level agreement.
To prepare Trust Deeds.
To open up bank accounts.
To ensure the company complies to all standards.
"I have strong interest in the financial area. Since my college days, I keep on learning, reading and participating in numerous activities in relation to investments just to equip myself with the necessary knowledge in facing challenges in this industry".
Jul 2019 – Jan 2020
Infinity Trustee Berhad
Brief Introduction of the Company
A newly setup Trustee Company
CEO of Infinity Trustee Berhad
To set up a trustee company
To do marketing to add business to the company.
To hire support staffs, which include back-office staff, operational staffs, etc.
To do budgeting for the company to ensure costs are managed properly.
To prepare cashflow of the company.
To ensure compliance with regulator and to meet the highest standard of operations.
To ensure guidelines related to anti-money laundering is properly administered.
To prepare business plan.
To prepare service level agreement.
To prepare Trust Deeds.
To open up bank accounts.
To ensure the company complies to all standards.
Feb 2015 – Aug 2018
VCB Capital Sdn Bhd
Brief Introduction of the Company
An Asset management Company bought over from RISDA. Total AUM of not more than RM 500m
CEO, Head of Investment
Marketing – Successfully added RM320mn Assets Under Management (AUM) to the Funds.
Meeting with state governments (Selangor and Perak State governments) and many large corporates to beg for funds.
Meeting up with potential clients both high net worth individuals and corporate clients.
Successfully lodged and launched 2 Wholesale Funds. VCB Return Fund and VCB Growth Fund.
To ensure that guidelines relating to anti-money laundering (AMLATFPUAA) is properly administered.
To ensure the company’s business is in-line with the Regulator’s (Securities Commission “SC”) guidelines at all times.
Oct 2012 – Jan 2015
Saturna Sdn Bhd
Brief Introduction of the Company
Saturna Sdn Bhd is a subsidiary of Saturna Capital based in Bellingham, United States. Saturna Capital owns one of the largest Islamic Funds in the world with AUM of USD16bn.
Research Analyst
To do research on global stock markets.
To do technical and Fundamental analysis
Meeting up with the investee companies especially in ASEAN countries.
Sent to the US for training purposes learning about the analysis and regulations governed.
To do research on the global economy, specific countries economy, geopolitics and politics.
To report the Fund Performance to the President.
Analysis tools used were Bloomberg, brokerage reports, meeting with the investee company, media, etc.
Jan 2012 – Sep 2012
RHB Islamic Asset Management Sdn Bhd
Brief Introduction of the Company
RHB Islamic Asset Management is a subsidiary of RHB Capital with AUM of RM1.6bn. The company invests in Islamic products only which include Shariah-compliant Equities, Sukuk, money market, etc.
Fund Manager (Senior Manager)
To do trades (buy and sell) on behalf of the clients for the investment.
To update clients on the performance of the investment.
To update the investment committee on the Return on Investment as well as the performance of the funds. To do technical and fundamental analysis.
To ensure that investments are all compliant with the internal guidelines as well as guidelines set up by the SC.
To update macroeconomic data, to do research on the economy and to project macroeconomic condition in the future.
Feb 2009 – Jan 2012
APEX Investment Services Bhd
Brief Introduction of the Company
Apex Investment Services Bhd is a Fund Management Company based in Kajang, Selangor. The company invests in Unit Trust products with AUM of RM400m, which consist of both conventional and shariah products.
Fund Manager
To trade doing the buying and selling of equities investment for the Funds.
To present to the investment committee on the performance of the investment.
To do research on global stock markets.
To do technical and Fundamental analysis
To do research on the global economy, specific countries economy, geopolitics and politics.
Nov 2006 – Jan 2009
SJ Asset Management Sdn Bhd
Brief Introduction of the Company
SJ Asset Management Sdn Bhd was a Fund Management Company based in KL. The company invests in Asia Pacific Ex-Japan markets with AUM of RM400m, which the clients consist of both high net worth individuals and corporate clients.
Analyst / Fund Manager
To strategically plan, organize, execute and monitor all investment procedures, which is aimed at maximizing investors’ investment returns.
Responsible for the preparation of research reports, which includes updating and maintaining macroeconomic, asset allocation and earnings databases
Participate in company visits to complement the required research work
Responsible for managing the SJAM Singapore and Malaysia Managed Portfolios and SJAM “Asia Bagus” Portfolio
Responsible in equity trading, preparation of clients’ reports and other related functions of the Investment Departments
To trade by doing the buying and selling of equities investment for the Funds.
To present to the investment committee on the performance of the investment.
To do research on global stock markets.
To do technical and Fundamental analysis
License CMSRL Holder
Passed module 9 (Securities Commission) - 2008
Passed module 10 (Securities Commission) - 2008
Education
2003 - 2006
University Of East London
Bachelor (Hons) Accounting and Finance
2000 - 2003
UITM Shah Alam
Diploma in Accounting
Jan 2025 – Current
Muhibah Aset Berhad
