Manager, Wealth Portfolio Management

Job description

WHO WE ARE: As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. Handle the investment and insurance wealth management referral from Wholesale Banking Group, Emerging Business. Provide one-stop solution on investment services to customers Main Responsibilities Establish banking relationship with Wholesale Banking Group, Emerging Business banking customers on investment and insurance wealth management services Joint meeting with Wholesale Banking Group, Emerging Business relationship manager on investment business referral Provide end-to-end investment wealth management solution to customers Provide market/product updates to customers on regular basis. Ensure all activities are comply with regulatory and internal guidelines Requirements University graduate HKSI with CFA/CFP definite advantage Qualifications in IIQE Minimum 5 years in banking industry related to wealth management business. Experience in Commercial wealth management business are preferred ECF RWM / Professional Role 1 Ability to work independently and analyze situations with prioritize Attention to details with strong organizational and time management Able to communicate effectively with influencing Strong compliance mindset Good knowledge of PC application software including Excel & PowerPoint. What we offer: Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.