Investment Specialist

Found in: beBee S SG - 1 month ago


Singapore Hudson Singapore Full time

Here is an opportunity to be a part of a pioneering team in a growing segment. A leading regional financial institution known for its focus on the community is seeking a junior advisor to serve the Relationship Managers and clients in its wealth business.



THE COMPANY

Here is an opportunity to be a part of a pioneering team in a growing segment. A leading financial institution known for its focus on the community is seeking an enthusiastic and aspiring advisor to serve their Relationship Managers and clients in the wealth business.


THE ROLE
• Provide RMs and clients with wealth advisory services and manage client portfolios.
• Collaborate closely with RMs, Product, Marketing and other teams to deliver up-to-date and world class advisory to retail and corporate clients.
• Regularly review clients' investments portfolio to identify upsell and cross sell opportunities for Islamic wealth solutions.
• Conduct training to RMs on Islamic wealth solutions



REQUIREMENTS
• At least 3 solid years of experience in client advisory.
• Strong understanding of Islamic banking and/or Shariah Compliance.
• Analytical and data-centric.
• Influential and strong negotiator.
• Strong verbal and written communication.
• High energy with strong business acument




BENEFITS
• High growth working environment
• Strong people culture at the workplace
• Career advancements in an expanding business


To submit your application, please apply online using the appropriate link below or email your CV in Microsoft Words format to Weetheng.Heng@hudson.sg. Your interest will be treated with the strictest of confidentiality.


Weetheng HENG
Reg. #: R21103472
Hudson Global Resources (Singapore) Pte Ltd
EA Licence #: 23C2056

Privacy Statement
Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and Hudson's personal information and privacy policy


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