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Maxximus Consultancy
 
Investment Advisory Manager, Priority Banking
 

Responsibilities:
1) Work with Advisory team to collate expert views & advice on investment and present on regular basis to sales staff.
2) Able to articulate and interpret investment information and infer investment strategies for clients.
3) Assist in publishing investment publications for staff and clients when required.
4) Prepare investment portfolio review report for Priority Banking clients
5) Assist RMs in sales by presenting and advising to clients
6) Enhance investment advisory capability and best practice in selling of investment products
7) Assist in analysis of competitive environment & in implementing Group and Country investment products strategies
8) Assist in implementing compliance and regulatory standards through appropriate training and disclosure standards (Wealth Advisory Process)

Requirements:
1) Strong investment knowledge on equities, structured products, treasury products, preferably with CFA or postgraduate finance qualification
2) Comprehension of regulatory issues on investment services - Securities & Futures Act (SFA) and Financial Advisors’ Act (FAA)
3) Effective oral and written communication skills, able to deal effectively with people at all levels (internal and external)
4) Able to conduct training and presentation on investment topics
5) Able to process diverse investment and market views to offer a concise and consolidated view of events so as to give the appropriate recommendation and guidance to sales staff
6) Ability to structure and recommend investment portfolios for clients
7) Ability to analyze statistical data and extract information/interpretation to identify trends and correlation

All applications will be treated with the strictest confidence.
We regret that only shortlisted candidates will be notified.

 
Date: 30 September 2008
City/Town:Singapore
Location:South/Central
Wage/Salary: $100000/annum
Start: Within 1 month
Duration: Permanent
Type: Full Time
How to apply:Email
Company: Maxximus Consultancy
Contact: Max Tan
Phone: 64021209
Fax:
Email:

Eligibility note:

It is unlawful to employ a person who does not have permission to live and work in Singapore. Unless the advert states otherwise, please ensure you have this permission before applying.


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