Private Banking Investment Advisor & Portfolio Architect

CIMB Singapore; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

CIMB Singapore is looking for a qualified candidate to enhance investment strategies and support private bankers in delivering tailored solutions. The role involves constructing investment portfolios according to client risk appetites and managing compliance with regulations.

The ideal applicant possesses strong investment knowledge, relevant certifications, and effective communication skills. This position requires a proactive attitude and ability to make independent business decisions.

Qualifications

• Experience in a financial services environment, preferably with > 2 years of relevant work experience.
• CMFAS Module 1B and 5 certifications preferred.

Responsibilities

• Enhance internal work processes for better client experiences.
• Collaborate with private bankers to deliver suitable investment solutions.
• Construct investment portfolios based on clients' risk appetite.
• Assist with investment queries from clients and stakeholders.
• Share investment ideas with product managers.

Skills

Investment knowledge

Effective communication

Decision making

Education

Diploma or Degree

Job description

• Enhance internal work processes to deliver better client experience
  
  

Responsibilities

JOB DESCRIPTION

Strategy and Planning

• Enhance internal work processes to deliver better client experience
  
  

Business Performance and Management

• Collaborate closely with private bankers, product managers and market specialists within Private Banking Singapore to deliver suitable investment portfolio solutions to clients
• Construct investment portfolios with different asset classes based on client's risks appetite and investment suitability
• Assist in investment related queries from clients and internal stakeholders
• Provide updates on financial markets and investment ideas/solutions to clients and private bankers
• Share investment views and product ideas with product managers to develop and deliver suitable product solutions
• Work with market specialists to generate investment ideas to help private bankers achieve their investment related KPIs
• Any other responsibilities/tasks as assigned by the Management from time to time
  
  

People Management

• Assist senior team members in their work
  
  

Regulatory Compliance

• Comply with all relevant guidelines and regulations
  
  

Requirements

Qualifications

• Diploma or Degree
  
  

Professional Qualification and/or Regulatory, Licensing Requirements

• CMFAS Module 1B and 5 (and other relevant CMFAS Modules, if required)
• CACS Paper 1 and Paper 2
• CFA charter holder or candidate pursuing CFA program preferred
  
  

Relevant Work Experience

• > 2 years of relevant work experience
  
  

Technical/Functional Skills

• Good investment knowledge on equities, structured products, treasury products, preferably with CFA or postgraduate finance qualification
• Effective oral and written communication skills, able to deal effectively with people at all levels (internal and external), in most situations
• Able to process diverse investment and market views to offer a concise and consolidated view of events so as to give the appropriate recommendation and guidance to sales staff
• Competent in structuring and recommending investment portfolios for clients
• Make effective business decisions independently, based on sound financial and business principles
  
  

Personal Skills (Soft Competencies)

• Effective oral and written communication skills
• Able to deal effectively with people at all levels (internal and external), in most situations