Private Banking Investment Consultant SG

Responsibilities:

 

Strategy and Planning

• Enhance internal work processes to deliver better client experience

 

Business Performance and Management

• Collaborate closely with private bankers, product managers and market specialists within Private Banking Singapore to deliver suitable investment portfolio solutions to clients
• Construct investment portfolios with different asset classes based on client's risks appetite and investment suitability
• Assist in investment related queries from clients and internal stakeholders
• Provide updates on financial markets and investment ideas/solutions to clients and private bankers
• Share investment views and product ideas with product managers to develop and deliver suitable product solutions
• Work with market specialists to generate investment ideas to help private bankers achieve their investment related KPIs
• Any other responsibilities/tasks as assigned by the Management from time to time

 

People Management

• Assist senior team members in their work

 

Regulatory Compliance

• Comply with all relevant guidelines and regulations

 

Requirements:

 

Qualifications

• Diploma or Degree

 

Professional Qualification and/or Regulatory, Licensing Requirements

• CMFAS Module 1B and 5 (and other relevant CMFAS Modules, if required)
• CACS Paper 1 and Paper 2

 

Relevant Work Experience

• >2 years of relevant work experience

 

Technical/Functional Skills

• Good investment knowledge on equities, structured products, treasury products, preferably with CFA or postgraduate finance qualification
• Effective oral and written communication skills, able to deal effectively with people at all levels (internal and external), in most situations
• Able to process diverse investment and market views to offer a concise and consolidated view of events so as to give the appropriate recommendation and guidance to sales staff
• Competent in structuring and recommending investment portfolios for clients
• Make effective business decisions independently, based on sound financial and business principles

 

Personal Skills (Soft Competencies)

• Effective oral and written communication skills
• Able to deal effectively with people at all levels (internal and external), in most situations