Investment Specialist - Premier Banking
- 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
- 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 email@example.com or call 66920703. Thank you!
EA License: 16S8112 | Reg No.: R1440342