Investment Specialist - Premier Banking

  • Competitive
  • Singapore
  • Permanent, Full time
  • BeathChapman , EA Licence No: 16S8112
  • 17 Nov 17 2017-11-17

An international bank with strong presence in Asia is expanding the team and is looking for a strong Investment Specialist to handle Premier and HNW clients. The role will be working very closely with the Premier Relationship Managers to analyse investment portfolio.

Key Roles & Responsibilities

  • Deliver holistic investment advisory to Premier clients.
  • Strong focus on mutual funds, UTs, Structure Products, Treasury Products and Bonds.
  • Assess client’s risk appetite, investment preference and return expectations.
  • Monitor market returns and follow up with clients timely
  • Ensure strong compliance and regulation practises

Requirements

  • Bachelor degree from a reputable organisation
  • Minimum 5 years of experience in Sales or Advisory role
  • Strong knowledge in investment products and financial markets
  • Strong regulatory and compliance knowledge

For keen candidates, please write to Elaine at elaine@ethosbc.com or call 66920703. Thank you!

EA License: 16S8112 | Reg No.: R1440342