Investment Consultant

WHO WE ARE:

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

What you will be doing:

• Execute the bank directive in investment business

• Support Branch Manager on exploring investment strategy from branch portfolio

• Joint call with licensed investment sales staff to facilitate the investment business

• Coach for licensed investment sales staff in investment business

• Host workshop/clinic for uplift sales skills of individual sales staff

• Enhance the knowhow of sales on AML, compliance and regulatory related items

• Collaborate with stakeholders to support the ongoing investment sales activity and product launch

What we are looking for:

• ​University degree in Finance, Economics or related disciplines

• Pass in HKSI and IIQE Licensing Examinations

• Preferably with CRWP, CFA or CFP qualifications

• 8-10 years banking experience in frontline investment business

  sales/coaching

• Proficiency in Microsoft Office tools

• Proficiency in both written and spoken English, Chinese and Putonghua

• Possess qualifications of ECF-RWM would be an advantage

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What we offer:

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.