Private Banking Investment Consultant SG

2 days 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

  • Avp, Private Equity, Global Investments, Strategy

    1 week ago

    Singapore GIC Investment Full time

    Location: Singapore, SG Job Function: Private Equity **Job Type**: Permanent Req ID: 14747 **GIC Private Equity (PE)** GIC is a global investment firm and has one of the largest and broadest private equity programmes amongst all institutions. GIC PE invests across the Americas, Europe and the Asia-Pacific in a range of sectors including Healthcare,...

  • Associate, Private Equity, Global Investments

    2 weeks ago

    Singapore GIC Investment Full time

    **Location**:Singapore, SG**Job Function**:Private Equity**Job Type**:Contract**Req ID**:16051 - GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 offices around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an extraordinary...

  • Head of Investment Banking SG

    1 week ago

    Singapore CIMB Singapore Full time

    Overview Head of Investment Banking SG at CIMB Singapore. Join to apply for the Head of Investment Banking SG role at CIMB Singapore. Get AI-powered advice on this job and more exclusive features. Key Responsibilities Drive Investment Banking Origination, focusing on M&A, Acquisition Financing, Equity and Equity Linked Solutions. Develop and execute the...

  • Avp, Global Investments, Strategy

    2 weeks ago

    Singapore GIC Investment Full time

    **Location**:Singapore, SG **Job Function**:Private Equity **Job Type**:Permanent **Req ID**:16574 - GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 offices around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an...

  • Private Banking Investment Consultant SG

    2 weeks ago

    Singapore CIMB Group Full time $90,000 - $120,000 per year

    Responsibilities:Strategy and PlanningEnhance internal work processes to deliver better client experience Business Performance and ManagementCollaborate closely with private bankers, product managers and market specialists within Private Banking Singapore to deliver suitable investment portfolio solutions to clientsConstruct investment portfolios with...

  • 22420925 Citi Private Bank

    1 week ago

    Singapore CITICORP INVESTMENT BANK (SINGAPORE) LIMITED Full time

    **Responsibilities**: - The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver...

  • Private Banking Investment Consultant

    2 weeks ago

    Singapore CHINA MERCHANTS BANK CO LTD Full time $100,000 - $150,000 per year

    Responsibilities:Customer Relationship Management: Establish and maintain long-term relationships with high-net-worth (HNW) clients, ensuring personalized service.Financial Planning and Consulting: Provide customized financial planning advice based on client needs, including investment and tax planning.Product Recommendation and Sales: Recommend suitable...

  • AVP, Global Investments, Strategy

    3 days ago

    Singapore GIC Private Limited Full time

    AVP, Global Investments, Strategy & Risk - Private Credit focus Location: Singapore, SG Job Function: Private Equity Job Type: Permanent GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 offices around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC...

  • Associate, Investment

    2 days ago

    Singapore Keppel (Fund Management & Investment) Full time

    Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Source and analyse investment opportunities Structuring and executing the acquisition of assets in Asia Pacific Conduct financial modelling to assess / support acquisition decisions...

  • Investment Consultant

    2 weeks ago

    Singapore Search Ally Pte Ltd Full time

    **JOB PURPOSE**: - To support the revenue generating activities through timely and risk-controlled delivery of appropriate investment solutions - To assume primary responsibility for Private Wealth investment processes with the aim of increasing client penetration, share of wallet, product distribution and annuity income using in-house and third-party...