Sign up free to see how well your resume matches this role.
Reporting to Head of Wealth Advisory, you will be providing dedicated client Wealth sales advisory and services to the Bank's clients.
Responsibilities:
• Advance understanding of global market and marco-economics
• Good knowledge of financial products I.e. Unit Trust, Structured Products, Dual Currency Investment, Fixed Income etc.
• Develop Fund Focus and work with Product Desk to on-board new products from need-based perspective
• Joint marketing visitation with Sales Advisors and/or Team Heads.
• Partner Team Heads and Sales Advisors in providing a holistic view of the entire investment cycle including asset allocation, risk assessment, product solution and basis of recommendation
• Research write-up and develop house-view
Job Requirement:
• Degree in Banking/Business Administration/Economics with at least 5 years of experience in Financial Industry
• Experience as an Investment Specialist/Consultant will be an advantage
• Strong knowledge of banking and investment products in Wealth Management
• Excellent communication and strong interpersonal skills with the ability to interact well at all levels
• Strong problem solving and decision making skills
• Must possess CMFAS M1a, M1b, M6, M6A, M8, M8A
