Sorry! This job has expired and is no longer available on Recruit.net

View related jobs: GCG - Investment Consultant jobs | Citi jobs

GCG - Investment Consultant

25 days ago: Citi

Job Description

Description

 
  • The Investment Consultant is required to coach and support relationship managers to provide investment advisory services to Citigold Wealth Management clients such as:
    • Investment products analysis and review
    • To identify and understand clients' long term needs, construct, recommend and execute investments solutions
    • To regularly conduct client investment portfolio reviews including re-balancing
    • The successful incumbent will also be responsible for business development of investments through client seminars and other contact programs

Qualifications

 

Qualifications

The ideal candidate will meet the following requirements:

  • Tertiary degree, preferably in Finance/Business related disciplines or a CFA/CAIA/CFP holder
  • 5-8 years of relevant working experience
   


Description   The Investment Consultant is required to coach and support relationship managers to provide investment advisory services to Citigold Wealth Management clients such as: Investment products analysis and review To identify and understand clients long term needs, construct, recommend and execute investments solutions To regularly conduct client investment portfolio reviews including re-balancing The successful incumbent will also be responsible for business development of investments through client seminars and other contact programs   Qualifications   Qualifications   The ideal candidate will meet the following requirements: Tertiary degree, preferably in Finance/Business related disciplines or a CFA/CAIA/CFP holder 5-8 years of relevant working...