Private Banking Investment Consultant

2 weeks ago


Singapore CHINA MERCHANTS BANK CO LTD Full time

**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 investment products and services to clients, such as stocks, bonds, funds, etc.
- Market Analysis and Research: Conduct regular market trend analysis to provide clients with the latest investment opportunities and risk assessments.
- Risk Management: Assist clients in identifying and managing financial risks to ensure the safety and growth of their assets.
- Compliance Checks: Ensure all operations comply with local laws and regulations and internal bank policies.
- Team Collaboration and Communication: Work closely with other departments to solve client issues.
- Continuous Learning and Development: Participate in professional training and seminars to stay updated on the latest developments in the financial markets.
- Report Compilation: Regularly compile performance reports of client investment portfolios for reference.
- Customer Service: Organize roadshows at domestic branches and host client events to promote Singapore’s market trends and investment directions.

**Requirements**:

- Bachelor’s degree or above in finance, economics, or related fields
- Passed CACS 1 & 2 certifications
- CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant) certifications will be an added advantage
- At least 5 years of experience in wealth management or private banking within financial institutions. Prior experience with the Greater China markets will be a bonus.
- Proficient in English and Mandarin to liaise with internal and external Chinese stakeholders;
- Proficiency in other languages will be an added advantage to liaise with regional markets.
- Excellent written and verbal communication skills to effectively communicate with clients and colleagues.
- Strong organizational and time management skills to efficiently handle multiple tasks.



  • Singapore GIC Investment Full time

    Location: Singapore, SG Job Function: Private Equity **Job Type**: Permanent Req ID: 15026 **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,...


  • Singapore CITICORP INVESTMENT BANK (SINGAPORE) LIMITED Full time

    The Investment Associate is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of...


  • 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...


  • 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...


  • Singapore Citi Full time

    The Investment Associate within Citi Private Bank is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in...


  • Singapore EXECCAPITAL PTE. LTD. Full time

    Investment Consultant Jr. - Top International Private Bank (12 months contract) **Job Description**: - To provide client with investment and asset allocation advice, work closely with Senior IC - Provide product pricing, booking of trade and ensure requirements are fulfilled - Assist Senior ICs with regular review and monitoring of client’s portfolio -...


  • Singapore CIMB Group 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...


  • 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...


  • Singapore Search Ally Pte Ltd Full time

    -Search Ally Pte Ltd Singapore Posted 8 minutes ago In-Office Permanent $11500 - L - POSTED BY - Lily Yang - RecruiterFollow - To support the revenue generating activities through timely and risk-controlled delivery of appropriate investment solutions**JOB PURPOSE**: - To support the revenue generating activities through timely and risk-controlled delivery...


  • Singapore GIC Investment Full time

    Location: Singapore, SG- Job Function: Private Equity- Job Type: Permanent- Req ID: 12821**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, consumer,...