To support wealth managers in delivering investment and wealth solutions to international affluent and HNW clients through research, portfolio analysis, client servicing and implementation activities, ensuring an exceptional client experience and regulatory compliance.
Type of Qualification: First Degree
Field of Study: Business Commerce, Finance and Accounting, Banking
Experience Required
Wealth and Investment
Personal and Private Banking
3-4 years
Experience in providing research and analysis for wealth management, investments, private banking or financial advisory environments. Exposure to investment products, portfolio analysis, financial planning or client servicing activities.
Behavioural Competencies:
- Articulating Information
- Conveying Self-Confidence
- Convincing People
- Documenting Facts
- Establishing Rapport
- Examining Information
- Exploring Possibilities
- Providing Insights
- Pursuing Goals
- Seizing Opportunities
- Taking Action
- Upholding Standards
Technical Competencies:
- Client Knowledge
- Customer Understanding ( Consumer Banking)
- Financial Analysis
- Financial Planning
- Mind of Customer Experience