Investment Specialist Investment Specialist …

KS International
in Singapore, Singapore, Singapore
Permanent, Full time
Last application, 20 Jun 19
Market Rate
KS International
in Singapore, Singapore, Singapore
Permanent, Full time
Last application, 20 Jun 19
Market Rate
My client is the leading established local bank and the World’s Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Magazine) in Singapore whom is looking to hire an Investment Specialist within their Premier banking segment. Candidate having experience in covering the Non Resident Indians(NRI) customers in Southeast Asia markets – Singapore, Malaysia, Indonesia, Philippines and Thailand markets. will be preferred.

Job Description:

  • This position will oversee the Premier client segment
  • The primary responsibility will include meeting with customers to review their financial situation and coordinate with the  Relationship Managers regarding investment holdings and performance of the portfolio
  • Any Indian dialect speaking candidates will have an added advantage
  • Strengthen the investment business’ customer facing capability and to play an active role in developing the competencies and capabilities of Relationship Managers in the full range of investment solutions which include
    • Unit Trust Funds
    • Dual Currency Investments
    • Retail Bonds and Credit Linked Investments
    • Commodity Index Investments
    • Equity Linked Investments
    • Portfolio Management

Key Requirements

  • Perform joint appointments with Relationship Managers with the goal of building stronger consulting capabilities
  • Constant engagement with the Relationship Managers to develop their consulting capabilities specifically in recommending investing solutions to the Premier segment
  • Active involvement alongside sales channels in customer ‘prospecting’, relationship building and new business pitches
  • Work with product teams, research team and sales channels to ensure proper follow through of market updates, customer portfolio actions and other business development opportunities

 

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