REQUIREMENTS:

Qualifications
Diploma or Degree
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Professional Qualification and/or Regulatory, Licensing Requirements

• CMFAS Module 1B and 5 (and other relevant CMFAS Modules, if required)CACS Paper 1 and Paper 2

• Relevant Work Experience

  2 years of relevant work experience

Technical/Functional Skills

• Good investment knowledge on equities, structured products, treasury products, preferably with CFA or postgraduate finance qualification
• Effective oral and written communication skills, able to deal effectively with people at all levels (internal and external), in most situations
• Able to process diverse investment and market views to offer a concise and consolidated view of events so as to give the appropriate recommendation and guidance to sales staff

• Competent in structuring and recommending investment portfolios for clientsMake effective business decisions independently, based on sound financial and business principles

Personal Skills (Soft Competencies)

• Effective oral and written communication skills
• Able to deal effectively with people at all levels (internal and external), in most situations

Strategy and Planning
Enhance internal work processes to deliver better client experience
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Business Performance and Management

• Collaborate closely with private bankers, product managers and market specialists within Private Banking Singapore to deliver suitable investment portfolio solutions to clients
• Construct investment portfolios with different asset classes based on client’s risks appetite and investment suitability
• Assist in investment related queries from clients and internal stakeholders
• Provide updates on financial markets and investment ideas/solutions to clients and private bankers
• Share investment views and product ideas with product managers to develop and deliver suitable product solutions

• Work with market specialists to generate investment ideas to help private bankers achieve their investment related KPIsAny other responsibilities/tasks as assigned by the Management from time to time

• People Management
  Assist senior team members in their work

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  Regulatory Compliance
  Comply with all relevant guidelines and regulations