|
|
|
| Job Information |
| Title |
Investment Strategist (Private Bank) |
| Role |
Investment Strategist (Private Bank) |
| Category |
Financial Services - Banking
|
| Location |
Singapore
|
| Company |
Lloyd Morgan Singapore , Vacancies
[
-- ] (Posted on Wednesday April 9th,2008 12:02 PM) |
| Experience |
5 to 7 Years |
| Educational Qualification |
Bachelor's Degree-Graduate Degree (BA, BSc, BCom) |
| Skills |
Inter-personal
Leadership
|
| Salary |
-- |
| Career Level |
Management (Manager/Director of Staff) |
| Job Type |
Permanent
|
| Job Status |
Full Time
|
| Open to Foreigner |
NO |
| |
|
|
|
| Job Description |
Investment Strategist (Private Bank)
· A subject matter expert on market views, trade ideas, investment products and asset allocation strategies, you are to provide portfolio counseling services, including preparation of investment proposals, to ultra high net-worth customers by working closely with the Relationship Managers to contributes revenue to the business through joint meetings and business trips.
· Provide investment solutions to Ultra High Net Worth customers on products ranging from fixed income instruments, equities, funds, to other derivatives, structures products etc
· Work closely with private bankers to develop business plan and asset allocation portfolio for clients
· Provide investment advises to private bankers
· Deliver and support new product development
· Keep an auditable trail of deals or revenues generated, and to ensure that products sold are regulatory-compliant, and comply with the spirit and professionalism of the bank’s guidelines and the department’s operating manual.
Requirements:
· Min 7 years of relevant experience in Equities, FX, Fixed Income, Structure Products preferably with top tier private banks.
· Independent, flexible and dynamic individuals
· Excellent presentation skill, proactive and sales-oriented
· Client-driven, marketing-oriented
· Besides having broad-based investment-related exposure and background, you are also a professionally mature, confident banker who engages well with both internal stakeholders and external customers.
· Finance/ Economics degree preferably CFA holder
Interested applicants please send your profile to cv@lloydmorgan.com.sg
All recieved profile will be treated with confidentiality
|
| |
|
|
|
|
|
|
|
|
|
| |
|
|
| |
 Site
Statistics |
| |
Users Online |
8 |
| |
Job-seekers |
17905 |
| |
Employers |
1998 |
| |
Jobs |
3029 |
| |
Resumes |
7405 |
| |
Companies |
744 |
|
| |
|
|
|
|
|
