Private Banking Investment Consultant SG

2 weeks ago

Singapore CIMB Singapore Full time

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
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