Product Specialist, Private Wealth Management
2 weeks ago
As a Product Specialist within the Private Wealth Management department, you will be responsible for:
- Executing (pre
- and post-trade included) a range of financial products including equities, structured products and fixed income instruments.
- Working closely with our Advisors to suggest holistic investment solution to meet client’s investment objectives.
- Coordinating with other businesses of the group, to market and build new channels for the distribution of products.
- Any other ad-hoc tasks that may be assigned from time to time.
**Requirements**:
- Bachelor's Degree in Business, Accountancy, Banking and Finance or equivalent
- Certification in CMFAS M1A, M5, M6 and M6A will have an added advantage
- Minimum 3 years of experience in the banking / stockbroking industry
- Good understanding of financial markets and products
- Analytical mind and sensitive to financial market trends
- Effective communication and interpersonal skills
- Independent, organised and able to multi-task
- Demonstrated collaborative skills and team work
- Driven and committed to service excellence
-
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