Wealth and Investment Specialist

2 weeks ago

Singapore RHB Banking Group Full time $80,000 - $120,000 per year

Business Development and Marketing


• Primary responsibility will be to provide expert investment advice and guidance to clients


• Solicit new customers and increase product penetration in existing base, work collectively with relationship managers to expand client base.


• Participate and support consumer sales marketing activities for customers' acquisition and retention


• Cross-sell to existing bank customers to expand customers' share of wallet


• Organize, execute and participate in sales activities and joint appointments with Sales Managers


• Promote the Bank's investment or insurance products

Client relationship Management:


• Build and maintain strong relationship [p with clients' understanding their investment goal, risk appetite and financial needs.


• Provide regular updates on investment performance, discuss market trends and address client's enquiries and concerns


• Develop personalized investment strategies aligned with client's objectives and risk profiles


• Analyze financial market, economic trends, industry developments and make informed investment recommendations a adjustments to client' portfolio


• Market Research and training


• Stay abreast of market trends economic indicators, and regulatory changes that may impact investment strategies and client portfolios


• Provide support and relevant training and discussion to relationship managers

Compliance and Regulations


• Adhere to regulatory requirements and Bank's internal policies related to investment advisory service.


• Maintain accurate and up to date records of clients' interactions, investment recommendations and any relevant compliance documentation

Formal Education:

Bachelor Degree in Banking, Business Administration, Economics

Professional Accreditation (if applicable):

- CMFAS Certification preferred

Preferred level of Experience (by years/function/industry):


• Minimum 2 - 5 years of relevant experience in retail banking preferably with experience in investment or insurance products


• High achiever in previous capacity with no adverse sales or service related complaints in the past 12 months

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