Product Specialist/ Advisor, Private Banking - Singapore - TAISHIN INTERNATIONAL BANK CO., LTD. SINGAPORE BRANCH
Description
Job Description:
- To provide pricing and execute security orders in the market such as stocks, bonds and structure notes for private banking clients
- To manage investment product lifecycle, including generating new ideas, perform due diligence and regular review on product profile.
- Research on macro ,sector & company fundamentals and multi asset to analyze the investment trends and provide commentaries, market update and investment strategies to sales team for supporting them on product marketing
- Provide product training to sales team
- Provide tailormade investment solutions to sales team
- To monitor on boarded product and PB client's outstanding investment position
- Establish and review product policies to comply with external and internal regulations.
- To ensure works and duties of team in compliance with the relevant regulation
- As our team is pivot to complete deals of investment product, communicate and negotiate with internal partners and external counterparties would play quite an important role.
- Other adhoc duties as assigned
Requirements:
- Bachelor's Degree in Banking and Finance/ Business Administration or any relevant discipline
- Experience of dealing and with 3~15 years of experience on any of product management, research or advisory role in the financial industry would be preferred
- Good knowledge of investment products and strong interest in investment market
- CMFAS M1, M6, M6A are required, CACS 1 & 2 and CFA preferred
- Fluent in English and good in Mandarin speaking, reading (Traditional Chinese a plus), in order to liaise with overseas Chinese speaking associates.
- Good communication, social skills with positive attitude and ability to multitask
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