investment advisor (priority banking) in Singapore

posted
contact
chaileng lim, randstad
job type
permanent
salary
S$ 7,000 - S$ 9,000 per month

job details

posted
location
singapore
specialism
banking & financial services
job type
permanent
working hours
Full-Time
salary
S$ 7,000 - S$ 9,000 per month
experience
7 years
reference number
91M0153942_1616835968
contact
chaileng lim, randstad
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job description

about the company
Our client is an established global bank with full bank license. With a strong global brand, our client offers a strong and sophiscated product platform to focus on the needs of high-networth clients, and a dedicated team of strong sales personnel to deliver excellent client service.

This is a great opportunity if you are looking for an excellent organization to build your wealth management career.


about the job

  • Responsible for supporting Relationship Managers to provide investment advisory and strategy to high-networth individuals
  • Products will includes Funds, Structured Notes FX, Bonds, Equitiies etc
  • Relationship building with RM and stakeholders (both internal and external)
  • Provide market outlook and support in disseminating and implementation of communications.
  • Identify opportunities to partner with RM teams by developing, creating programs and organizing events
  • Analyse sales performance and discuss with sales leaders to boost overall revenue

about the team
Reporting to the head of investment, you will be joining a team of Investment Advisors who are team players, goal oriented and self-motivated individual.

skills and experience required

  • Degree in any discipline
  • Obtained CMFAS quaifications
  • Min 7 years of sales and advisory experience in priority banking platform and above
  • Self-motivated and enjoys working with different stakeholders (internal and external)
  • Strong communication and writing skills
  • Enjoys conceptual and innovative thinking
  • You will enjoy yearly bonus if you meet and exceed performance expectations


To apply online please use the 'apply' function, alternatively you may contact Chai Leng at 65101460.
(EA: 94C3609/ R1108371 )



skills

CMFAS certified

qualification

Min Degree in any discipline

responsibilities

Investment advisor will partner the Relationship Managers (Priority Banking and above) to provide investment advisory support to the bank's customers. You will be involved in coaching and mentoring of Relationship Managers, identify opportunities for cross-selling. Provide sales leadership to oragnize activities, campaigns and events to introduce investment products.

educational requirements

Bachelor Degree