• Competitive
  • Singapore
  • Permanent, Full time
  • Citibank NA
  • 21 Jan 18

GCG - Investment Consultant

GCG - Investment Consultant

  • Primary Location: Singapore
  • Education: Bachelor's Degree
  • Job Function: Relationship Management
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 17077583


Description

    The Investment Consultant is required to coach and support relationship managers to provide investment advisory services to Citigold Wealth Management clients such as:
      Investment products analysis and review To identify and understand clients' long term needs, construct, recommend and execute investments solutions To regularly conduct client investment portfolio reviews including re-balancing The successful incumbent will also be responsible for business development of investments through client seminars and other contact programs


Qualifications

Qualifications

The ideal candidate will meet the following requirements:
    Tertiary degree, preferably in Finance/Business related disciplines or a CFA/CAIA/CFP holder 5-8 years of relevant working experience