Jobs in Singapore

• Deliver investment advice that meets client's financial objectives and needs profile.
• Preferable with at least 3-5 years’ experience in wealth advisory field.

• Partner with the Priority Banking Relationship Manager (onshore market) to provide timely and relevant investment advisory services given client's financial objectives and needs profile.
• Utilise in-house advisory platforms to deliver holistic investment advisory to clients.
• Strengthen the value proposition of the IA team through contributing investment ideas/themes and speaking at market outlook events.
• Participate and promote digital initiatives, facilitate webinars to drive better wealth management client journey and penetration.
• Provide training to RMs on portfolio construction and proposals, product and system knowledge.

• Display exemplary conduct and live by the Group's Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct.
• This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Ideal Candidate -

Degree in Finance, Business, Economics, or Banking

3+ years in Investment Advisory within Wealth/Retail Banking

Strong passion for financial markets

Solid knowledge of Unit Trusts, Bonds, FX & Structured Products

Excellent communication and presentation skills

Proactive, detail-oriented, and a team player

Strong understanding of portfolio management and market trends