GCG Investment Consultant

• 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