Consumer Banking Investment Counsellor

BANK OF CHINA LIMITED

Singapore, Singapore
Not specified (potentially hybrid or onsite based on typical banking roles)
Cmfas m1a m1b m6 m6a m8 m8a certification
5+ years financial advisory sales experience
Knowledge of unit trusts and structured products
The Bank of China Limited is seeking a Consumer Banking Investment Counsellor in Singapore, responsible for providing investment sales support and insights on global capital markets to clients. The ideal candidate should have over five years of financial advisory experience and relevant qualifications, along with a strong understanding of investment products

Job Summary

  • The role involves participating in joint client meetings with relationship managers to provide investment sales support and after-sales servicing.
  • Candidates must possess the ability to articulate investment insights regarding global capital markets and macro-economics to clients.
  • The position requires assisting the Sales and Service Quality Management Team on post-sales reviews and identifying product gaps.

Matching Summary

Match Score: 85

The Bank of China Limited is seeking a Consumer Banking Investment Counsellor in Singapore, responsible for providing investment sales support and insights on global capital markets to clients. The ideal candidate should have over five years of financial advisory experience and relevant qualifications, along with a strong understanding of investment products.

Skills & Requirements

Must-have

  • CMFAS M1a M1b M6 M6A M8 M8A certification
  • 5+ years financial advisory sales experience
  • Knowledge of unit trusts and structured products

Nice-to-have

  • Strong communication and articulation skills
  • Team-oriented collaborative environment
  • Creative problem-solving abilities

Key Requirements

  • Degree qualification in a related discipline
  • Minimum 5 years qualified Financial Advisory sales experience
  • Possession of CMFAS M1a, M1b, M6, M6A, M8, M8A licenses

Work Rights

Not specified

Tailored Resume

Cover Letter