Portfolio Advisor

Main Responsibilities

- Drive sales activities to assist branches in delivering their investment business
- Act as point of contact for all branches on investment enquiries related to mutual funds /structured products/bonds
- Perform joint call with relationship managers to review client portfolio and present investment ideas to clients
- Provide backup and support in business activities, i.e. seminars and promotion programs so to achieve investment sales target
- Constant update of product knowledge on mutual funds and investment products to all branches
- Provide training and coaching to frontline associates
- Perform portfolio review and formulate investment strategy for high networth clients. Able to offer tailored investment planning advice and develop investment proposal for sophisticated clients
- Liaise with relevant internal departments on compliance, marketing, operations and systems issues
- Represent the Bank in working w...

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