Private Banking Investment Consultant SG

2 weeks ago

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

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 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 2

Relevant 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

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