Private Banking Investment Consultant SG

CIMB Singapore; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

A financial institution in Singapore is seeking a dedicated professional to enhance client experiences and manage investment portfolios. The ideal candidate will have a diploma or degree, relevant qualifications, over 2 years of experience, and good investment knowledge. Important skills include effective communication and the ability to make sound business decisions independently. This role requires compliance with all relevant regulations.

Qualifications

• Diploma or Degree required.
• CMFAS Module 1B and 5 (and other relevant CMFAS Modules, if required) is a must.
• CACS Paper 1 and Paper 2 required.
• Over 2 years of relevant work experience preferred.
• Good investment knowledge on equities, structured products, treasury products.

Responsibilities

• Enhance internal work processes to deliver better client experience.
• Construct investment portfolios based on client's risks appetite.
• Assist in investment related queries from clients.
• Provide updates on financial markets and investment ideas.
• Share investment views with product managers.
• Work with market specialists for investment ideas.

Job description

Responsibilities:

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

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