GCG Investment Consultant

Citibank - More jobs by this advertiser
GCG Investment Consultant-18054413
 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

15 February 2019
Location: Singapore Singapore
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

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