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Advertisement Detail: Investment Specialist

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Date Posted: 19 February 2019 / Location: Singapore

About the job

Private Banking
Investment Advisory
Equity
Fixed Income/ Bond
Singapore
19 February 2019
19 February 2019
You will deliver optimized investment performance and profitably grow assets under management for high net worth clients in the region.

You will keep up to date with the financial markets, the Bank’s views, research and product offerings across the whole firm, and will be familiar with all asset classes, including Equity, Bonds, Structured Product, Private Equity and Hedge Funds.

Working closely with the investment platform in the Headquarter and Asia and leveraging on the Bank’s product platform, you will assist the Senior Investment Specialist in identifying and developing new business opportunities from the existing client base, as well as help convert prospects into client development.

You will assist Relationship Managers (RM) and the Senior IS to determine client needs and prepare tailor-made investment proposals. You will analyze and review client’s holdings and make new investment suggestions directly to the RMs.

You will meet clients and prospects together with RMs and assist the Senior IS in monitoring performance, risk and individual positions for advisory portfolios under your responsibility. You will also conduct risk suitability checks and ensure the selling process of investment ideas is robust and compliant.
• Degree holder
• At least 5 years’ experience in Investment Advisory or as an Investment Specialist with a Private Bank, a Fund Specialist familiar with all asset class
• Savvy in IT (Excel, PowerPoint, Bloomberg Terminal, Business Tools)
• Strong client-focused attitude
• Mature, credible and comfortable in dealing with key clients and senior RMs
• Possess excellent interpersonal and communication skills
• Possess a strong sense of teamwork, solid experience and knowledge of all asset classes and portfolio construction
• Fluency in English, Mandarin or Bahasa Indonesia will be an added advantage


Submit your application to recruitment@wmrc.com.sg quoting the Job Title or call +65 6549 7818 for more information.

Your interest will be treated in strict confidence.

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC's personal information and privacy policy.

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