Banking Representative - Singapore - White Society Pte. Ltd.

Description

Responsibilities:

1. Portfolio Analysis:

Conduct in-depth analysis of investment portfolios, assessing performance metrics and risk factors.

Utilize financial techniques to evaluate potential investment opportunities.

2. Market Research:

Stay abreast of financial market trends, economic indicators, and industry developments.

Analyze market data to provide insights into investment strategies and potential risks.

3. Client Interaction:

Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.

Provide regular updates on portfolio performance and recommend adjustments based on client objectives.

4. Asset Allocation:

Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.

Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.

5. Due Diligence:

Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.

Prepare comprehensive reports outlining investment recommendations and associated risks.

6. Regulatory Compliance:

Ensure compliance with relevant financial regulations and internal policies.

Stay informed about changes in regulatory requirements and industry best practices.

7. Performance Reporting:

Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.

Analyze performance metrics and make recommendations for optimizing portfolio performance.

8. Relationship Management:

Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.

Collaborate with internal teams, including financial advisors and risk management, to enhance client satisfaction.

9. Technology Utilization:

Leverage financial software and tools for data analysis, risk assessment, and portfolio management.

Stay current on advancements in financial technology to enhance operational efficiency.

10. Continual Learning:

Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.

Pursue relevant certifications to enhance knowledge and credibility in the field.

Qualifications:

Bachelor's degree, Local Diploma, A Levels

Strong analytical and quantitative skills.

Excellent communication and interpersonal skills.