Provide investment advice to clients, build relationships, analyze market trends, ensure compliance, and support sales initiatives for investment products.
Job Description
Business Development and Marketing
- Primary responsibility will be to provide expert investment advice and guidance to clients
- Solicit new customers and increase product penetration in existing base, work collectively with relationship managers to expand client base.
- Participate and support consumer sales marketing activities for customers’ acquisition and retention
- Cross-sell to existing bank customers to expand customers’ share of wallet
- Organize, execute and participate in sales activities and joint appointments with Sales Managers
- Promote the Bank’s investment or insurance products
Client relationship Management:
- Build and maintain strong relationship [p with clients' understanding their investment goal, risk appetite and financial needs.
- Provide regular updates on investment performance, discuss market trends and address client's enquiries and concerns
- Develop personalized investment strategies aligned with client's objectives and risk profiles
- Analyze financial market, economic trends, industry developments and make informed investment recommendations a adjustments to client' portfolio
- Market Research and training
- Stay abreast of market trends economic indicators, and regulatory changes that may impact investment strategies and client portfolios
- Provide support and relevant training and discussion to relationship managers
Compliance and Regulations
- Adhere to regulatory requirements and Bank's internal policies related to investment advisory service.
- Maintain accurate and up to date records of clients' interactions, investment recommendations and any relevant compliance documentation
- Degree in Banking/Business Administration/Economics
- Minimum 2 - 5 years of relevant experience in retail banking preferably with experience in investment or insurance products
- High achiever in previous capacity with no adverse sales or service related complaints in the past 12 months
- Excellent communication and interpersonal skills
- Highly motivated and a good team player
Professional Accreditation:
- CMFAS Certification preferred
RHB Singapore Singapore, Singapore, SGP Office
90 Cecil Street, Singapore, Singapore, 069531
Similar Jobs
Insurance • Financial Services
The Investment Consultant role involves overseeing strategic asset allocation, portfolio optimization, performance analysis, governance compliance, and investment strategy formulation across public and private markets.
Top Skills:
Investment AnalyticsPortfolio OptimizationStrategic Asset Allocation
Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
As a Staff Mobile Engineer, lead the technical direction of mobile platforms, evolve architecture, own shared components, and improve CI/CD processes while mentoring engineers.
Top Skills:
AndroidAndroidxAsync/AwaitBitriseCombineCoroutinesGithub ActionsHiltiOSKotlinSwiftSwiftui
Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
As a Sales Development Representative, you will generate leads, qualify prospects, manage early sales funnel activities, and collaborate with Marketing and an Account Executive.
Top Skills:
Crm SystemFinancial ServicesTechnology
What you need to know about the Singapore Tech Scene
The digital revolution has driven a constant demand for tech professionals across industries like software development, data analytics and cybersecurity. In Singapore, one of the largest cities in Southeast Asia, the demand for tech talent is so high that the government continues to invest millions into programs designed to develop a talent pipeline directly from universities while also scaling efforts in pre-employment training and mid-career upskilling to expand and elevate its workforce.
