Investment Counselor, Private Banking
External
Taishin Bank Singapore Branch · 18 Robinson, SingaporeS$120K–S$144K/yrFull-timeUnknown1w ago
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Requirements
- Minimum bachelor's degree in business administration/Banking and Finance or any relevant discipline
- 5 - 8 years' experience in investment advisory, investment product sales, or a closely related role
- Strong ability to explain complex investment concepts clearly and credibly to clients
- Broad and solid understanding of financial markets, portfolio construction, and investment solutions across asset classes
- Hold CACS Paper 1 & 2
- As this role will cover clients from North Asia, knowledge of Mandarin
Additional Information
Job Description: Analyze economic trends/activities and advise the effects on the investors' portfolios To understand clients' risk profile, investment needs and construct and execute investment solutions Regularly review and recommend any necessary rebalancing of portfolios to Advisors and Clients Present all investment solutions in a high standard, professional manner Share knowledge and best practices with the Advisors Support Client Advisors in providing ongoing investment advice to clients
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