- Singapore
Full Time Investment Strategist (Private Banking | CACS License) Jobs, Salary up to SGD 9,000 in CAREER STORY PTE. LTD. - Maukerja
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Job Description
Responsibilities
This is a perm hire role for one of our private banking clients
Job Scope
The Investment Strategist will work closely with Relationship Managers (RMs) in formulating investment strategies and portfolio solutions to private banking clients.
Job Description
Provide investment advisory to Private Banking clients.
Formulate investment strategies aligned to clients’ objective and risk profile.
Partner Relationship Managers on client meetings to relate house views, articulate
investment ideas, create investment proposals and conduct portfolio reviews.
Initiate product idea generation as subject matter expert and keep breast of
developments in the market.
Always ensure adherence to internal/external regulations and policies
Carry out any other duties as directed by Company Management
Qualifications:
Bachelor’s degree graduate either in Finance, Business, Economics or Banking
At least 5 years in financial industry in an investment advisory or related position
Strong knowledge of investment markets , products and strategies, including equities, fixed income, alternatives and currencies
Proficient communication, organization, presentation and data analysis skills
CACS certification is required.
Prior experience in Private Banking preferably in an investment advisory position is preferred.
Interested applicants, please click "
APPLY NOW
"
We regret to inform you that only shortlisted candidates will be notified. By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.
Joselito
| EA Reg No: R25126580
We are a group of recruiters and HR professionals with combined recruitment and HR experience of more than 60 years in our industries.
We fully understand the pain points of the hiring process and the challenges hiring managers face.
We aspire not only to connect the most suitable candidates to our clients but also to help the candidates grow their careers with our clients.
The synergies among our top recruiters, market intelligence and HR expertise help us deliver market-leading results for our clients and candidates.
Ultimately, we aim to provide the best-fit candidates who will have a
STORIED CAREER
with our clients
Job Scope
The Investment Strategist will work closely with Relationship Managers (RMs) in formulating investment strategies and portfolio solutions to private banking clients.
Job Description
Provide investment advisory to Private Banking clients.
Formulate investment strategies aligned to clients’ objective and risk profile.
Partner Relationship Managers on client meetings to relate house views, articulate
investment ideas, create investment proposals and conduct portfolio reviews.
Initiate product idea generation as subject matter expert and keep breast of
developments in the market.
Always ensure adherence to internal/external regulations and policies
Carry out any other duties as directed by Company Management
Qualifications:
Bachelor’s degree graduate either in Finance, Business, Economics or Banking
At least 5 years in financial industry in an investment advisory or related position
Strong knowledge of investment markets , products and strategies, including equities, fixed income, alternatives and currencies
Proficient communication, organization, presentation and data analysis skills
CACS certification is required.
Prior experience in Private Banking preferably in an investment advisory position is preferred.
Interested applicants, please click "
APPLY NOW
"
We regret to inform you that only shortlisted candidates will be notified. By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.
Joselito
| EA Reg No: R25126580
We are a group of recruiters and HR professionals with combined recruitment and HR experience of more than 60 years in our industries.
We fully understand the pain points of the hiring process and the challenges hiring managers face.
We aspire not only to connect the most suitable candidates to our clients but also to help the candidates grow their careers with our clients.
The synergies among our top recruiters, market intelligence and HR expertise help us deliver market-leading results for our clients and candidates.
Ultimately, we aim to provide the best-fit candidates who will have a
STORIED CAREER
with our clients
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