Product Specialist/ Advisor, Private Banking - Singapore - TAISHIN INTERNATIONAL BANK CO., LTD. SINGAPORE BRANCH

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    Description
    Roles & Responsibilities

    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 tailor-made 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 ad-hoc 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 multi-task

    Tell employers what skills you have

    Investment Advisory
    Securities Investment
    Investment Analysis
    Financial advice
    Securities
    Financial Acumen
    Financial Markets
    product sales
    financial risks
    investment portfolio
    financial review