GCG Investment Consultant

Employer
Citi
Location
Singapore, Singapore
Salary
Competitive
Posted
Sep 29, 2019
Closes
Oct 04, 2019
Ref
6423194
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
  • Primary Location: Singapore,Singapore,Singapore
  • Education: Bachelor's Degree
  • Job Function: Consumer Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 19023537


Description

The Investment Consultant is required to coach and support relationship managers to provide investment advisory services to Citigold Wealth Management clients such as:
  • Work closely with Sales Managers & Relationship Managers in driving the investment advisory for the branch
  • Investment products analysis and review
  • To identify and understand clients' long term needs, construct, recommend and execute investments solutions
  • To regularly conduct client investment portfolio reviews including re-balancing
  • Drive Citigold Total Wealth Advisor proposition across Goals, CDI, Model Portfolio, Portfolio Review to ensure consistent quality client engagement to meet clients' financial needs and goals across time
  • Continuously develop RM competency in Advisory, Investments Products analysis and review, developing conviction on product solutions, generating sales & product ideas
  • The successful incumbent will also be responsible for business development of investments through client seminars and other contact programs


Qualifications

Requirements:
  • Tertiary degree, preferably in Finance/Business related disciplines or a CFA/CAIA/CFP holder
  • 5-8 years of relevant working experience