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
