Private Banking Investment Consultant SG

CIMB Singapore · singapore, singapore, Singapore

Location
singapore
Job Type
Full-time
Posted
June 26, 2026

Job Description

Responsibilities Strategy and Planning
  • Enhance internal work processes to deliver better client experience
Business Performance and Management
  • Collaborate closely with private bankers, product managers and market specialists within Private Banking Singapore to deliver suitable investment portfolio solutions to clients
  • Construct investment portfolios with different asset classes based on client's risks appetite and investment suitability
  • Assist in investment related queries from clients and internal stakeholders
  • Provide updates on financial markets and investment ideas/solutions to clients and private bankers
  • Share investment views and product ideas with product managers to develop and deliver suitable product solutions
  • Work with market specialists to generate investment ideas to help private bankers achieve their investment related KPIs
  • Any other responsibilities/tasks as ...

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