Premier Investment Specialist

Ambition Singapore, EA Licence No: 10C5117
Singapore, Singapore
Jun 20, 2019
Jun 25, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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 . 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

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