- Experience
- 5+ yrs
- Salary
- —
- Openings
- 1
- Posted
- 3 weeks ago
- Work mode
- In office
- Education
- Degree in Banking, Business Administration, Economics, or a related field
- Eligibility
- Candidates with a degree in a relevant discipline and at least 5 years of financial industry experience may apply. Experience in investment advisory or consulting is advantageous. Applicants must hold the required CMFAS certifications.
- Resume
- Required to apply
Where you'll work
Job description
About the role
We are looking for a driven Investment Specialist to join the team in Singapore. Reporting to the Head of Wealth Advisory, this position focuses on delivering tailored wealth advisory support and client servicing for the bank’s customers. You will help shape comprehensive investment solutions by applying strong product knowledge, awareness of market movements, and an understanding of client objectives.
Key responsibilities
- Build and maintain a strong grasp of global market movements and macroeconomic factors to support advisory work.
- Keep up-to-date knowledge of investment offerings such as Unit Trusts, Structured Products, Dual Currency Investments, Fixed Income instruments, and related products.
- Drive Fund Focus initiatives and work with the Product Desk to introduce new offerings that align with client requirements.
- Take part in joint client visitation activities alongside Sales Advisors and/or Team Heads.
- Work with Team Heads and Sales Advisors to present a complete view of the investment process, including asset allocation, risk evaluation, product options, and the reasoning behind recommendations.
- Draft research notes and help develop internal market views and investment strategy perspectives.
Requirements
- A degree in Banking, Business Administration, Economics, or a closely related discipline.
- At least 5 years of experience in the financial services industry.
- Background as an Investment Specialist or Investment Consultant will be considered an advantage.
- Solid understanding of banking and investment products within Wealth Management.
- Strong verbal and written communication skills, with the ability to work effectively with stakeholders at different levels.
- Good problem-solving ability and sound decision-making skills.
- Mandatory CMFAS certifications: M1a, M1b, M6, M6A, M8, and M8A.
Additional information
This role is based in Singapore and is a full-time, onsite position.