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.

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