• Competitive
  • Singapour, Singapore
  • CDI, Plein-temps
  • Citibank NA
  • 20 nov. 17

GCG - Investment Consultant

GCG - Investment Consultant

  • Primary Location: Singapore,Singapore,Singapore
  • Education: Bachelor's Degree
  • Job Function: Relationship Management
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 17067038


Description

  • The Investment Consultant is required to coach and support relationship managers to provide investment advisory services to Citigold Wealth Management clients such as:
    • 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
    • The successful incumbent will also be responsible for business development of investments through client seminars and other contact programs
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Qualifications

The ideal candidate will meet the following requirements:
  • Tertiary degree, preferably in Finance/Business related disciplines or a CFA/CAIA/CFP holder
  • 5-8 years of relevant working experience