Private Banking Investment Consultant SG

3 hours ago

Singapore CIMB Singapore Full time

Private Banking Investment Consultant SG Join to apply for the Private Banking Investment Consultant SG role at CIMB Singapore Job Description Strategy and Planning: Enhance internal work processes to deliver better client experience. 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 2Relevant 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 Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Industries: Banking #J-18808-Ljbffr

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