About the role
Provision of advisory support to Personal Banking Financial Consultants focusing on Unit Trusts, including economic forecasting, client counselling, mentoring, and contribution to investment publications.
BankingOnsite
Key Responsibilities
- Provision of advisory support to Personal Banking Financial Consultants (PFCs), with a focus on Unit Trusts.
- Interpretation and forecasting of economic data, translating such into actionable strategies for UT sales.
- Investment counselling to clients (market views, portfolio strategy, explanation of products) by collaborating with the PFCs on joint client meetings.
- Mentoring and coaching PFCs by conducting continuing education for the sales representatives on Unit Trusts, investment fundamentals, portfolio allocation strategies, etc.
- Contributing towards regular investment publications (for example: newsletters, product summaries, investment recommendations) for distribution to clients.
Requirements
- Must have experience in Unit Trusts and portfolio allocation.
- 3-5 years relevant experience in Investment Advisory, Investment Research, or the Sales of Financial Products at a Premier/Priority banking level.
- A good university degree with professional qualifications preferred.
- Sound analytical mind and ability to interpret economic news and data into actionable strategies.
- Possess an understanding of Macro Economics, the Financial Markets, and their fundamentals.
- Ideally should have knowledge in the full suite of Wealth Management products.