Job opening - Investment Counsellor, Private Wealth Management in Singapore | Randstad Singapore

summary

singapore
S$10,000 - S$12,000 per month
permanent
full-time

specialism
banking & financial services
sub specialism
private banking
reference number
91M0250865_2639359127136136961

job details

Responsibilities:

Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects. ...

Support Head of Wealth Management in risk oversight for sales and advisory.
Develop frameworks for fair client dealings and conduct risk mitigation.
Ensures comprehensive disclosures for new investment products before launch.
Resolve concerns proactively.
Manage vendor relationships, negotiations, agreements, and ongoing collaborations.
Oversee daily operations of wealth products and wealth planning services.
Provide portfolio guidance across asset classes to assist clients in structuring investments effectively.
Educate Relationship Managers on products, prepares customized proposals, and supports sales professionals in client meetings.
Share latest insights to keep Relationship Managers informed for better client interactions.
Conduct advisory training, investment seminars, and collaborative events to promote best practices.

Requirements:

Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field
Experience: Minimum of 4 years in the financial industry, specializing in investment advisory, ideally within Premier Private/Private Banking.
Investment Knowledge: Extensive understanding of financial products, including equities, unit trust & structured products.
Collaboration: Ability to work across teams, understanding interdependencies and synergies within the organization.
Language Skills: Proficient in spoken and written English. Fluency in Mandarin is required to effectively liaise with Mandarin-speaking clients and conduct product discussions. Written Mandarin proficiency is preferred for client communication when necessary.
CACS 1 & 2 required

To apply online please use the 'apply' function.
(EA: 94C3609/ R21103354 )

show more

Responsibilities:

Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.

Support Head of Wealth Management in risk oversight for sales and advisory.
Develop frameworks for fair client dealings and conduct risk mitigation.
Ensures comprehensive disclosures for new investment products before launch.
Resolve concerns proactively.
Manage vendor relationships, negotiations, agreements, and ongoing collaborations.
Oversee daily operations of wealth products and wealth planning services.
Provide portfolio guidance across asset classes to assist clients in structuring investments effectively.
Educate Relationship Managers on products, prepares customized proposals, and supports sales professionals in client meetings.
Share latest insights to keep Relationship Managers informed for better client interactions.
Conduct advisory training, investment seminars, and collaborative events to promote best practices.

Requirements: ...

Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field
Experience: Minimum of 4 years in the financial industry, specializing in investment advisory, ideally within Premier Private/Private Banking.
Investment Knowledge: Extensive understanding of financial products, including equities, unit trust & structured products.
Collaboration: Ability to work across teams, understanding interdependencies and synergies within the organization.
Language Skills: Proficient in spoken and written English. Fluency in Mandarin is required to effectively liaise with Mandarin-speaking clients and conduct product discussions. Written Mandarin proficiency is preferred for client communication when necessary.
CACS 1 & 2 required

To apply online please use the 'apply' function.
(EA: 94C3609/ R21103354 )

show more

skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree

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JC

jamie cai

+65 6510 6578

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