Investment Consultant
TAIPEI FUBON COMMERCIAL BANK CO., LTD. Singapore Branch
Responsibilities :
Requirements :
- Conduct thorough financial analyses to assess clients' investment needs and goals.
- Develop personalized investment strategies based on clients' risk tolerance, financial situation, and objectives.
- Stay abreast of market trends, economic indicators, and investment opportunities to provide informed recommendations.
- Execute trades and manage investment portfolios in alignment with clients' objectives and market conditions.
- Provide ongoing portfolio reviews and performance reports to clients, ensuring transparency and effective communication.
- Cultivate and maintain strong client relationships through regular meetings, communication, and understanding of their evolving financial circumstances.
- Collaborate with internal teams to stay updated on financial products, regulatory changes, and industry best practices.
- Keep accurate records of client interactions and transactions while adhering to compliance and regulatory standards.
- Actively participate in team meetings, training sessions, and contribute to the overall success of the Singapore branch.
Requirements :
- Bachelor's degree in Finance, Economics, or related field. Advanced degrees and certifications (e.g., CFA, CFP) are a plus.
- Proven experience as an Investment Consultant or similar role in the financial industry.
- In-depth knowledge of financial markets, investment products, and portfolio management.
- Strong analytical and problem-solving skills with attention to detail.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Familiarity with regulatory requirements and compliance standards in Singapore.
- Proficient in relevant software and tools for financial analysis and portfolio management.
- Requires a minimum of 10 years of experience in the wealth management industry.
- Good communication and organization skills, with the ability to interact with senior stakeholders in Taiwan Head Office
- Must have passed both CACS Paper 1 & Paper 2 examinations
JOB SUMMARY
Investment Consultant
TAIPEI FUBON COMMERCIAL BANK CO., LTD. Singapore Branch
Singapore
13 days ago
N/A
Full-time
Investment Consultant