Description
We are seeking an experienced professional to join our team as an Investment Specialist in Penang. As part of the Premier and Wealth sales force, you will be a technical expert in one or several product categories, such as Unit Trusts, Bonds, Structured Products, FX, and Investments.
Your role will be to support Premier Relationship Managers (PRMs) in understanding clients better, meeting clients together with PRMs when required, making suitable recommendations, and helping clients understand the value and risks of solutions available to them.
Key responsibilities include:
- Conducting portfolio reviews with PRMs to assess product suitability and market and regulatory change impact
- Providing advice and input based on technical knowledge while acting as a second point of contact to PRMs for specific products and solutions
- Improving PRMs' product-specific technical knowledge through effective on-job coaching and training
- Communicating effectively with clients on complex technical subjects and helping them to improve their understanding of financial markets and the value and risks of financial solutions
- Identifying and providing feedback from PRMs and clients to product teams to continuously improve products and services
Requirements:
- Minimum of three years of working experience as a product specialist or financial advisor
- Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
- Deep knowledge of specific complex financial solutions and products, including knowledge of financial markets, socio-economic dynamics, and regulatory requirements relevant to the products
- Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities