Wealth and Investment Specialist

Singaporeonsitemid

Posted today · via Workday

About this role

Reporting to Head of Wealth Advisory, you will be providing dedicated client Wealth sales advisory and services to the Bank's clients. Responsibilities: • Advance understanding of global market and marco-economics • Good knowledge of financial products I.e. Unit Trust, Structured Products, Dual Currency Investment, Fixed Income etc. • Develop Fund Focus and work with Product Desk to on-board new products from need-based perspective • Joint marketing visitation with Sales Advisors and/or Team Heads.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Singapore. We weight your proximity and willingness to relocate.

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