investment advisor (wealth management / private banking) in Singapore

posted
contact
chaileng lim, randstad
job type
permanent
salary
S$ 8,000 - S$ 10,000 per month

job details

posted
location
singapore
specialism
banking & financial services
job type
permanent
working hours
Full-Time
salary
S$ 8,000 - S$ 10,000 per month
experience
4 years
reference number
91M0152924_1614250419
contact
chaileng lim, randstad
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job description

about the company

Our client is an established Asian bank with strong assets and footprint in Asia. With a full suite of products and services, ranging from wealth management, corporate banking, investment banking and securities, this client is well position to serve high networth clients not just on their personal needs but also their business operations.


about the job

  • Partner with the Private Bankers to provide investment advisory to PB clients
  • Conduct product research and development, work closely with internal departments ( investment banking/treasury) and external partners (eg . fund management firms )
  • Provide regular market updates to both internal and external clients
  • Understanding of lending and credit proceess. Adhered to compliance guideline
  • Strong communication skill to effectively share information and ideas to client
  • Confident to present


about the manager/team
You will be required to work with internal and external partners. Teamwork is required as this role will requires multiple touch-points and engagement.


skills and experience required
- Degree holder in any discipline

- Min 5 years of wealth management / RM / advisory experience

- Obtained CMFAS certifications

- Passed CACS (1&2) papers preferably

- Effectively billingual (english and chinese) , as this role requires good command of Mandarin to liaise with Mandarin speaking clients

- Strong communication and interpersonal skill. Someone who enjoys relationship building

- Priority Banking /private banking RMs (onshore/offshore) with experience may apply



To apply online please use the 'apply' function, alternatively you may contact Chai Leng at 6510-1460.
(EA: 94C3609/ R1108371 )


skills

Investment products and portfolio management

qualification

Degree in any discipline
Possess CACS Paper 1 & 2
Obtained relevant CMFAS papers

responsibilities

Work closely with the Private Bankers to provide investment advisory, product research and development. Provide regular market updates to both internal and external clients.

educational requirements

Bachelor Degree