Investment Counselor, Private Banking
10000 - 12000 SGDFull-time
TAISHIN INTERNATIONAL BANK CO., LTD. Singapore Branch
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
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
Vacancy posted 26 days ago
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