Investment Consultant
Fe Fundinfo
Full time
Investment Consultant
rhbsingapore· Retail Banking
About this role
Company Description
Job Description
Business Development and Marketing
- Primary responsibility will be to provide expert investment advice and guidance to clients
- Solicit new customers and increase product penetration in existing base, work collectively with relationship managers to expand client base.
- Participate and support consumer sales marketing activities for customers’ acquisition and retention
- Cross-sell to existing bank customers to expand customers’ share of wallet
- Organize, execute and participate in sales activities and joint appointments with Sales Managers
- Promote the Bank’s investment or insurance products
Client relationship Management:
- Build and maintain strong relationship [p with clients' understanding their investment goal, risk appetite and financial needs.
- Provide regular updates on investment performance, discuss market trends and address client's enquiries and concerns
- Develop personalized investment strategies aligned with client's objectives and risk profiles
- Analyze financial market, economic trends, industry developments and make informed investment recommendations a adjustments to client' portfolio
- Market Research and training
- Stay abreast of market trends economic indicators, and regulatory changes that may impact investment strategies and client portfolios
- Provide support and relevant training and discussion to relationship managers
Compliance and Regulations
- Adhere to regulatory requirements and Bank's internal policies related to investment advisory service.
- Maintain accurate and up to date records of clients' interactions, investment recommendations and any relevant compliance documentation
Qualifications
- Degree in Banking/Business Administration/Economics
- Minimum 2 - 5 years of relevant experience in retail banking preferably with experience in investment or insurance products
- High achiever in previous capacity with no adverse sales or service related complaints in the past 12 months
- Excellent communication and interpersonal skills
- Highly motivated and a good team player
Professional Accreditation:
- CMFAS Certification preferred
Additional Information
Frequently Asked Questions
Is the salary disclosed for the Investment Consultant position at rhbsingapore?
The salary for this Investment Consultant role at rhbsingapore is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Investment Consultant position at rhbsingapore located?
This Investment Consultant role at rhbsingapore is based in Singapore, Singapore, , Singapore, sg. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Investment Consultant role at rhbsingapore full-time or part-time?
This is listed as a Full time position. It is posted as a Investment Consultant role in the Retail Banking department at rhbsingapore.
Which team or department does the Investment Consultant at rhbsingapore belong to?
This Investment Consultant position is part of the Retail Banking department at rhbsingapore. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Investment Consultant position at rhbsingapore?
Click the "Apply Now" button on this page. You will be redirected to rhbsingapore's official application portal hosted on smartrecruiters where you can submit your application directly.
When was the Investment Consultant job at rhbsingapore posted?
This Investment Consultant position at rhbsingapore was posted on Nov 12, 2024. Apply as soon as possible — early applications are often reviewed first.
Investment Consultant
rhbsingapore
You'll be redirected to rhbsingapore's official application page on SmartRecruiters.