GCG Investment Consultant-18054413 Description The Investment Consultant is required to coach and support relationship managers to provide investment advisory services to Citigold Wealth Management clients such as:
Work closely with Sales Managers & Relationship Managers in driving the investment advisory for the branch
Investment products analysis and review
To identify and understand clients' long term needs, construct, recommend and execute investments solutions
To regularly conduct client investment portfolio reviews including re-balancing
Drive Citigold Total Wealth Advisor proposition across Goals, CDI, Model Portfolio, Portfolio Review to ensure consistent quality client engagement to meet clients’ financial needs and goals across time
Continuously develop RM competency in Advisory, Investments Products analysis and review, developing conviction on product solutions, generating sales & product ideas
The successful incumbent will also be responsible for business development of investments through client seminars and other contact programs
Tertiary degree, preferably in Finance/Business related disciplines or a CFA/CAIA/CFP holder
5-8 years of relevant working experience
2 March 2019
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.
Only direct applications will be considered.
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