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Investment Consultant-Advisor
SOURCEO PTE. LTD.D14 Geylang, Eunos, SG18 hours ago
Job descriptionPartner with the Priority Banking Relationship Manager (onshore market) to provide timely and relevant investment advisory services given client's financial objectives and needs profile. Utilise in-house advisory platforms to deliver holistic investment advisory to clients. Strengthen the value proposition of the IA team through contributing investment ideas / themes and speaking at market outlook events. Participate and promote digital initiatives, facilitate webinars to drive better wealth management client journey and penetration. Provide training to RMs on portfolio construction and proposals, product and system knowledge. Display exemplary conduct and live by the Group's Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Roles & Responsibilities
Job Purpose
- Deliver investment advice that meets client's financial objectives and needs profile.
- Preferable with at least 3-5 years’ experience in wealth advisory field .
Key Responsibilities
Regulatory & Business Conduct
Ideal Candidate -
Degree in Finance, Business, Economics, or Banking
3+ years in Investment Advisory within Wealth / Retail Banking
Strong passion for financial markets
Solid knowledge of Unit Trusts, Bonds, FX & Structured Products
Excellent communication and presentation skills
Proactive, detail-oriented, and a team player
Strong understanding of portfolio management and market trends
Tell employers what skills you have
Wealth Management
Microsoft PowerPoint
Investment Advisory
Construction
Structured Products
Experimentation
Onshore
Knowledge Management
Wealth
Economics
Portfolio Management
Selling Skills
Bonds
Banking
Presentation Skills
Unit Trusts
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Investment • D14 Geylang, Eunos, SG
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