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Jobs or company...

Investment Specialist (Personal Banking)

Salary undisclosed
Checking job availability...
Original
Simplified
Description

Roles and Responsibilities:

  • Provision of advisory support to Personal Banking Financial Consultants (PFCs), with a focus on Unit Trusts.
  • Interpretation and forecasting of economic data, translating such into actionable strategies for UT sales.
  • Investment counselling to clients (market views, portfolio strategy, explanation of products) by collaborating with the PFCs on joint client meetings.
  • Mentoring and coaching PFCs by conducting continuing education for the sales representatives on Unit Trusts, investment fundamentals, portfolio allocation strategies, etc.
  • Contributing towards regular investment publications (for example: newsletters, product summaries, investment recommendations) for distribution to clients.

Job Qualifications

Requirements
  • The candidate must have experience in Unit Trusts and portfolio allocation, with 3-5 years relevant experience in Investment Advisory, Investment Research, or the Sales of Financial Products at a Premier/Priority banking level.
  • A good university degree with professional qualifications preferred.
  • Sound analytical mind and the ability to interpret economic news and data into actionable strategies.
  • Possess an understanding of Macro Economics, the Financial Markets, and their fundamentals.
  • Ideally candidate should have knowledge in the full suite of Wealth Management products.
  • Must be willing to develop a broad-based investment and investment sales strategy-related knowledge base, in order to multi-task and perform within a small team.

Primary Location

Singapore

Job

Wealth Advisor

Organization

Personal & Premier Banking Onshore

Schedule

Permanent

Full-time

Job Posting

06-Feb-2025, 10:01:24 AM