Private Banking Investment Consultant

2 weeks ago

Singapore CHINA MERCHANTS BANK CO LTD Full time $80,000 - $120,000 per year

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.

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