VP, Insurance & Investment Services, Wealth Management - Geylang
CHINA CITIC BANK INTERNATIONAL LIMITED Singapore Branch Geylang Permanent
Job Purpose
- Responsible for the development and implementation of business plans, product management and marketing programs for Investment Services products and services.
- Responsible for ad-hoc advisory service on various products not limited to unit trust, structured notes, bonds, etc. to relevant internal stakeholders to meet business target.
- Responsible for the coordination of the referral insurance broker business pertaining to the development and implementation of business plans, marketing programs, monitoring, planning and implementation of compliance and risk management issues.
- Work closely with Hong Kong counterpart to develop business plans to drive Investment Services and relevant products and services to meet business targets for Private Banking in CNCBI Singapore Branch.
- Manage and work closely with internal and external business partners/ product providers to provide quality products and services to the bank’s customers.
- Implement and manage effective product management and launch from product due diligence, product provider selection to ongoing review.
- Launch competitive products, services and promotion, and conduct evaluation & review to meet different market segment needs.
- Develop and control the quality of customer communication in relation to the products under management.
- To provide investment advisory service to Hong Kong and Singapore sales team on a required basis.
- Develop business plans to drive Insurance business, and relevant products and services to meet the business target.
- Plan, monitor and enhance internal investment/ insurance procedure to comply with MAS requirements.
- Develop and control the quality of customer communication in relation to the broker services and products under management.
- Support the strategic planning for business expansion, including development of new customer segments, niche industry, new markets and sales channel.
- To perform any assignments required by management from time to time for wider coverage.
- Support frontline and adhere to anti-money laundering and counter terrorist financing controls in accordance with regulatory standards and CNCBI policies.
- Degree holder
- Minimum 6 - 8 years of solid experience in insurance & investment product development and management preferably in insurance & investment products and banking field
- Experience in managing investment products and distributing through multi-channels
- Exhibit proven track record of product advisory sales and demonstrated traits as a team player
- Experience in managing brokers, insurance products and distributing through multi-channels
- Preferably possess qualifications for relevant investment licenses registration. e.g. CACS Paper 1 & 2
- Sound investment product knowledge (including but not limited to Fixed Income, Equity, Structured Products, Alternative Investments, Plain Vanilla Options, Private Placement Fund IPO, Hedge Funds, Private Equity Funds, Discretionary Portfolio, etc)
- Good understanding of regulatory requirements
MAYBANK SINGAPORE LIMITEDGeylang
Job Purpose
• Responsible to Grow, manage and preserve clients' wealth through optimization of the risk, return and liquidity and work to ensure clients' financial and investment objectives are met.
• Provide unbiased advice in managing and growing...
Asia Human Capital Pte LtdGeylang
Role Overview: Wealth Advisor
As a Wealth Advisor at HSBC Life, you will manage a portfolio of retail to high-net-worth clients, delivering tailored financial and investment solutions. This full-time, hybrid position is based in Singapore, offering...
OUTSOURCE NOW PTE. LTD.Yishun, 13 km from Geylang
generation of wealth managers, who is client-focused, and driven to create real impact. If you're ambitious, people-oriented, and hungry to learn, we’ll give you the tools, mentorship, and platform to thrive.
Responsibilities:
• Work directly with clients...