Retail Banking Investment Counsellor

5 days ago

Singapore BANK OF CHINA LIMITED Full time

1. Possess advance understanding of global capital markets, marco-economics, especially current and historical investment market conditions with the ability to articulate and communicate in a manner that is easily understood and consistent with the level of retail banking clients

2. Attend client meetings (joint calls) with Branch Relationship Managers and/or Supervisors and provide sales support for after-sales servicing, follow-ups and investment enquiries. Provide investment insight and training to sales representatives on asset allocation, investment risk assessment, product solutions.

3. Ensure process compliance and risk control in investment advisory.

4. Assist on the report formulation for investment products for the relevant regulatory reporting, ie MAS CRAFT etc.

5. Assist to facilitate product trainings from our approved Fund/Asset Managers.

6. Other tasks assigned by superiors.

**Other requirements**:

- Knowledgeable in terms of the investment market trends/global economy
- Ability to analyze market trends and effectively communicate/coach sales

personnel
- Strong knowledge of banking and investment products ie. Unit Trust,

Structured Products, Dual Currency Investment, Fixed Income etc
- Professional Qualifications, Certifications: RNF
- Must possess CMFAS M1a, M1b, M6, M6A, M8, M8A
- Relevant Working Experience: 5 years and above
- Competency： Communication and coordination skills

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