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Product Specialist / Advisor, Private Banking

TAISHIN INTERNATIONAL BANK CO., LTD. Singapore BranchD01 Cecil, Marina, People’s Park, Raffles Place, SG

22 hours ago

Job description

Roles & Responsibilities

Job Description :

To provide pricing and execute security orders in the market such as stocks, bonds and structure notes for private banking clients
To manage investment product lifecycle, including generating new ideas, perform due diligence and regular review on product profile.
Research on macro ,sector & company fundamentals and multi asset to analyze the investment trends and provide commentaries, market update and investment strategies to sales team for supporting them on product marketing
Provide product training to sales team
Provide tailor-made investment solutions to sales team
To monitor on boarded product and PB client’s outstanding investment position
Establish and review product policies to comply with external and internal regulations.
To ensure works and duties of team in compliance with the relevant regulation
As our team is pivot to complete deals of investment product, communicate and negotiate with internal partners and external counterparties would play quite an important role.
Other ad-hoc duties as assigned

Requirements :

Bachelor’s Degree in Banking and Finance / Business Administration or any relevant discipline

Experience of dealing and with 3~15 years of experience on any of product management, research or advisory role in the financial industry would be preferred

Good knowledge of investment products and strong interest in investment market

CMFAS M1, M6, M6A are required, CACS 1 & 2 and CFA preferred

Fluent in English and good in Mandarin speaking, reading (Traditional Chinese a plus), in order to liaise with overseas Chinese speaking associates.

Good communication, social skills with positive attitude and ability to multi-task

Tell employers what skills you have

Investment Advisory

Securities Investment

Investment Analysis

Financial advice

Securities

Financial Acumen

Financial Markets

product sales

financial risks

investment portfolio

financial review

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Product Specialist • D01 Cecil, Marina, People’s Park, Raffles Place, SG