investment specialist in Singapore

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job details

posted
location
singapore
specialism
banking & financial services
job type
permanent
working hours
Full-Time
reference number
91M0125614_1538379134
contact
kathleen kong, randstad
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job description

about the company
Our client is a well known multinational bank, and they are seeking an Investment Specialist to join their Premier banking platform.

about the job

  • To work and partner with the Premier Banking Relationship Managers and provide timely and relevant investment advisory given client's financial objectives and needs profile
  • To assess client's risk appetite, investment preference and return expectations during joint engagement with the Relationship Manager at client meeting sessions
  • To monitor market returns and provide regular and timely feedback/ advisory to client.


skills and experience required

  • Experience in wealth advisory and portfolio penetration
  • Sound knowledge of investment products
  • Excellent internal and external stakeholder management


To apply online please use the 'apply' function, alternatively you may contact Kathleen Kong at 6510 1337.
(EA: 94C3609/ R1551300 )






skills

investment specialist, investment advisor, investment counselor, premier banking, priority banking

qualification

Experience in wealth advisory and portfolio management
Sound investment product knowledge
Understanding of markets

educational requirements

Bachelor Degree