Investment Specialist - D12 Balestier, Serangoon, Toa Payoh, SG

Roles & Responsibilities

• Advise high-net-worth clients on their investment needs by analysing their financial needs and objectives, designing suitable customised financial solutions and reviewing client accounts periodically to ensure client needs and objectives are met.
• Assist Wealth and Estate Planning Specialist in advising high-net-worth clients on their basic wealth and estate planning needs.
• Demonstrate understanding of organisational risk management concepts, processes and applications.
• Perform acceptance checks and on-boarding of high-net-worth clients in accordance with established policies and procedures.
• Perform ongoing servicing of high-net-worth client accounts and identify potential opportunities for extending private banking and related services provided by the financial institution.
• Source and acquire new high-net-worth clients.

Tell employers what skills you have

Wealth Management

Training Management

Referrals

Organisational Risk Management

Interpersonal Skills

Wealth

Private Banking

Financial Markets

Cross Selling

Estate Planning

Bonds

Banking

Financial Services

Equities