Private Banking Investment Consultant SG
CIMB Singapore • singapore, singapore • Posted July 02, 2026
About the Role
Responsibilities Strategy and Planning
- Enhance internal work processes to deliver better client experience
- Collaborate closely with private bankers, product managers and market specialists within Private Banking Singapore to deliver suitable investment portfolio solutions to clients
- Construct investment portfolios with different asset classes based on client's risks appetite and investment suitability
- Assist in investment related queries from clients and internal stakeholders
- Provide updates on financial markets and investment ideas/solutions to clients and private bankers
- Share investment views and product ideas with product managers to develop and deliver suitable product solutions
- Work with market specialists to generate investment ideas to help private bankers achieve their investment related KPIs
- Any other responsibilities/tasks as ...