Private Banking Investment Consultant SG

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 • CFA charter holder or candidate pursuing CFA program preferred 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