Junior Investment Consultant (PB) Junior Investment Consultant (PB) …

Search Ally Pte Ltd
in Singapore
Permanent, Full time
Last application, 01 Dec 21
Up to $9K per month
Search Ally Pte Ltd
in Singapore
Permanent, Full time
Last application, 01 Dec 21
Up to $9K per month
Posted by:
Lily Yang • Recruiter
Posted by:
Lily Yang
Recruiter
To support revenue generating activities of the bank through timely and risk-controlled delivery of appropriate investment solutions.

RESPOSIBILITIES:

  • To assist in managing and monitoring client's portfolios. This includes updating of position monitoring spreadsheets and coming up with investment proposals to clients/prospects.
  • To support the asset allocation framework through education of RMs and clients, through regular sharing sessions, presentations, monthly reviews of portfolio performance.
  • Generate investment idea pitch (written in Chinese) to help generate revenue for transaction revenue.
  • Taking trader orders from clients and placing them out without errors. Adhering to the requirements of the sales process. Pre-trade check and approvals to be done prior to placing out trades.
  • To promote the understanding and acceptance of portfolio products wherever and whenever possible, especially amongst those relationship managers not presently actively marketing these products.
  • To work with relationship managers to help them understand and manage their client portfolios comparing them to the model portfolios.

REQUIREMENTS:

  • Possess relevant education and investment experience (3-5 years) in the wealth management space.
  • Client oriented and will respond quickly and effectively to client’s requests.
  • Relevant experience of working in Asia Pacific.
  • Excellent communicator with good presentation skills.
  • Possess strong written Chinese skill to support the Chinese clients.

[EA License Number] 18C9289  |  [Registration Number] R1551292

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