Responsibilities:
Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.
- Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space
- Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients financial goals and market conditions.
- Evaluate individual risk profiles and investment preferences to recommend suitable wealth management solutions.
- Deliver up-to-date market intelligence and high-quality financial offerings within private banking parameters to sophisticated investors
Requirements:
- Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field
- Experience: 8 years in the financial industry, specializing in investment advisory, ideally within Premier Private/Private Banking.
- Investment Knowledge: Extensive understanding of financial products, including equities, unit trust & structured products.
- Collaboration: Ability to work across teams, understanding interdependencies and synergies within the organization.
- Language Skills: Proficient in spoken and written English. Fluency in Mandarin is required to effectively liaise with Mandarin-speaking clients and conduct product discussions. Written Mandarin proficiency is preferred for client communication when necessary.
- CACS 1 & 2 required. CFA preferred
To apply online please use the apply function.
(EA: 94C3609/ R21103354 )
