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

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.