Investment Specialist (Personal Banking)

Job Description - Investment Specialist (Personal Banking) (25000016)

Roles and Responsibilities:

• Provision of advisory support to Personal Banking Financial Consultants (PFCs), with a focus on Unit Trusts.
• Interpretation and forecasting of economic data, translating such into actionable strategies for UT sales.
• Investment counselling to clients (market views, portfolio strategy, explanation of products) by collaborating with the PFCs on joint client meetings.
• Mentoring and coaching PFCs by conducting continuing education for the sales representatives on Unit Trusts, investment fundamentals, portfolio allocation strategies, etc.
• Contributing towards regular investment publications (for example: newsletters, product summaries, investment recommendations) for distribution to clients.

Qualifications

Requirements:

• The candidate must have experience in Unit Trusts and portfolio allocation, with 3-5 years relevant experience in Investment Advisory, Investment Research, or the Sales of Financial Products at a Premier/Priority banking level.
• A good university degree with professional qualifications preferred.
• Sound analytical mind and the ability to interpret economic news and data into actionable strategies.
• Possess an understanding of Macro Economics, the Financial Markets, and their fundamentals.
• Ideally candidate should have knowledge in the full suite of Wealth Management products.
• Must be willing to develop a broad based investment and investment sales strategy-related knowledge base, in order to multi-task and perform within a small team.