Premier Investment Specialist

Key Responsibilities:

• You will provide Unit Trust advisory support to Relationship Managers (RMs).
• This includes interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and sourcing of investment products.
• Portfolio counselling to clients (market views, trade ideas, explanation of products) by co-operating with RMs on joint client meetings and preparing investment proposals.
• Conduct continuing education for RMs on Unit Trusts, investment basics, allocation strategies, etc.
• Preparing regular investment publications (eg, newsletters, product summaries, trade recommendations) for distribution to clients.

Requirements: -

• Good degree in Banking and Finance or equivalent
• Sound analytical mind and able to interpret economic data
• Candidates who have passed Levels 1, 2 or 3 of CFA preferred.
• Experience in one or more areas of investment or Wealth Management products, eg, bonds, equities, FX, Unit Trusts or portfolio allocation, in the capacity as analyst, strategist, or investment consultants.
• Must have experience in Unit Trusts and portfolio allocation, in the capacity of unit trusts product managers or investment consultants or similar roles.
• Must have or willing to learn a broad-based investment-related exposure and background in order to multi-task within a small team.

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to cheryl.poh@ambition.com.sg . Only shortlisted candidates will be notified.

Data provided is for recruitment purposes only Business Registration Number: 200611680D. Licence Number: 10C5117 EA Personal Registration Number: R1874269.

*LI - BF