Private Banking Investment Consultant SG

Open 58d

Responsibilities:

Strategy and Planning

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

Regulatory Compliance

Requirements:

Qualifications

Professional Qualification and/or Regulatory, Licensing Requirements

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

See also