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Wealth Specialist

3 weeks ago

Singapore Hays Full time

**Your new company**

Our client is one of the largest bank globally with a strong reputation as a trusted financial institution to the public. They are looking for a Wealth specialist with expertise in both investment advisory and treasury specialist experience.

**Your new role**
- Provide portfolio advisory and sales support to Relationship Managers (RMs) with a focus on Managed Investments and Capital Market products
- Interpretation and translation of Chief Investment Officer Views / House views into actionable solutions, sourcing of appropriate investment products and advising clients accordingly.
- Perform portfolio reviews to clients by collaborating with Relationship Managers on client meetings and preparation of investment proposals
- Monitor and execute trades for clients across a range of financial instruments (Managed Investment and Capital Market Products)
- Conduct training/education for RMs on Managed Investment, Capital Market products and drive adoption of advisory tools
- Licensing requirements will include RNF (where applicable) and CMFAS certification (where applicable)

**What you'll need to succeed**
- At least 8 years’ relevant working and sales and advisory role
- Extensive knowledge of financial markets products such as but not limited to Foreign Exchange, Fixed Income, Equities, Commodities and Unit Trust
- Knowledge of operational, tax, regulatory issues
- Excellent communication, sales and presentation skills
- Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements

**What you need to do now**

Reg Number: R23112831

EA License Number: 07C3924

Company Registration No: 200609504D

1251331