Job Description
About the Role
We are seeking a highly motivated Investment Specialist to join our team. Reporting to the Head of Wealth Advisory, you will be responsible for providing dedicated client wealth sales advisory and services to the Bank’s clients. You will play a key role in delivering holistic investment solutions, leveraging your expertise in financial products, market trends, and client needs.
What you will be doing- Advance understanding of global markets and macroeconomics to support advisory activities
- Maintain good knowledge of financial products including Unit Trust, Structured Products, Dual Currency Investments, Fixed Income and others
- Develop Fund Focus initiatives and collaborate with Product Desk to onboard new products based on client needs
- Conduct joint marketing visitations with Sales Advisors and/or Team Heads
- Partner with Team Heads and Sales Advisors to provide a holistic view of the investment cycle...