Wealth Specialist

Looking for a Wealth specialist with expertise in both investment advisory and treasury specialist experience.

Your new company

Our client is one of the largest bank globally with a strong reputation as a trusted financial institution to the public. They are looking for a Wealth specialist with expertise in both investment advisory and treasury specialist experience.

Your new role

  • Provide portfolio advisory and sales support to Relationship Managers (RMs) with a focus on Managed Investments and Capital Market products
  • Interpretation and translation of Chief Investment Officer Views / House views into actionable solutions, sourcing of appropriate investment products and advising clients accordingly.
  • Perform portfolio reviews to clients by collaborating with Relationship Managers on client meetings and preparation of investment proposals
  • Monitor and execute trades for clients across a range of financial instruments (Managed Investment and Capital Market Products)
  • Conduct training/education for RMs on Managed Investment, Capital Market products and drive adoption of advisory tools
  • Licensing requirements will include RNF (where applicable) and CMFAS certification (where applicable)

What you'll need to succeed

  • At least 8 years’ relevant working and sales and advisory role
  • Extensive knowledge of financial markets products such as but not limited to Foreign Exchange, Fixed Income, Equities, Commodities and Unit Trust
  • Knowledge of operational, tax, regulatory issues
  • Excellent communication, sales and presentation skills
  • Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements

What you need to do now

If you're interested in this role, click 'apply now' or email me at marcus.chin@hays.com.sg to forward an up-to-date copy of your CV.

Reg Number: R23112831

EA License Number: 07C3924

Company Registration No: 200609504D



Job Type
Banking & Financial Services
Banking and Financial Services

Talk to a consultant

Talk to Marcus Chin, the specialist consultant managing this position, located in Singapore
#27-20 UOB Plaza 2, 80 Raffles Place

Telephone: +6562234535

Similar jobs to Wealth Specialist

  • Client Lifecycle Specialist

    Client Lifecycle Specialist - bank operations
  • Onboarding and KYC Competence Centre Specialist

    A KYC role focused on end-to-end periodic review liaising with client advisors
  • Business Risk Specialist (Control Execution)

    Business Risk Specialist (Control Execution)