INVESTMENT STRATEGIST - Geylang
Geylang Full-time
Job Mandate
Regulated Activity Business
To work closely with Relationship Managers (RMs) in formulating investment strategies and portfolio solutions to private banking clients.
Duties and Responsibilities
Regulated Activity Business- 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.
- Familiar with end-to-end process of order taking and trade execution.
- Always ensure adherence to internal/external regulations and policies.
- Carry out any other duties as directed by Company Management.
GoogleSingapore River, 7 km from Geylang
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GoogleSingapore River, 7 km from Geylang
relationships. Tailor and share performance-enhancing suggestions and promote other Google products.
• Communicate with customers via phone, chat, and email. Provide strategic advice to help our customers get the return on their investment by working closely...
GoogleSingapore River, 7 km from Geylang
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