Overview
Getting into a job as a wealth manager is really exciting. Whether you are a personal banker, priority banker, private banker, investment advisor, stockbroker or a financial advisor, you get to deal with investments opportunities and lots of money. You get access to tons of financial market insights and trends which ideally you can turn into meaningful advice that your clients can put a large sum of their money into your proposed investments.
Just when things should be that simple, you get questions such as what is the risks of investments? Would bonds be safer instead of stocks or equities? Is bonds guaranteed? Is there foreign exchange risks? Will the investments turn sour?
On this page, we have collected basic information about investments. What are the common investments products? What’s the risks? Read on to find out more.
8 Must-know investment products
Unit Trust
Stocks / Equities
Bonds / Fixed Income
Structured Linked Notes / Product
FX / Foreign Exchange
Dual Currency
Investment-linked Policy (ILP)
Single Premium / Regular Premium Policy
These are the essential investment products that will keep your job and pocket filled for a long time.
100 Must-Know Names
You probably regret coming into the job now. Knowing there is so much to remember, just to get started. Don’t worry. Banking clerks started in the early days at the age of 16. If they can do it, you can too. Or maybe not : )
DBS Bank
UOB Bank
OCBC Bank
Citibank
Standard Chartered Bank
HSBC Bank
ANZ Bank
Maybank
CIMB Bank
MAS / Monetary Authority of Singapore
Temasek Holdings
GIC / Government Investment Corporation
Alan Greenspan
Janet Yellen
Warren Buffett
George Soros
Li-Ka Shing
Jack Ma
Wee Cho Yaw
Peter Lim
Apple
Alibaba
Singtel
JP Morgan
Goldman Sachs
Why all these?
Name dropping
know your enemy and friend
100 Terms You Must Know
Interest Rate
Fixed Deposit
Savings Account
Current Account
Deposit
Withdrawal
Renewal
Rollover
Cheque
Money
Tens
Hundreds
Thousands
Hundred Thousands
Millions
Billions
TT / Telegraphic Transfer
Remittance
ATM
ATM Card
Credit Card
Wait a minute. What has this got to do with my job? It does. Would you trust trust a wealth manager who doesn’t know basic banking terms?
Ok. There’s a reason why you need to know. It will help you to get the money for the investment. You can’t expect the money to drop from the sky. The money must be either in your bank or another bank. It then has to be transferred into the investments.
The late Tan Sri Khoo Teck Puat began his banking career as an apprentice clerk in OCBC Bank at the age of 16.
He left OCBC Bank as a General Manager in 1959 at the age of 42. In 1960, he founded Malayan Bank (Maybank). In 1986, he became the largest shareholder (15% equity) of Standard Chartered Bank to thwart Lloyds Bank hostile takeover.
Among his notable holdings include Goodwood Park Hotel in Singapore. In 2004, Forbes listed his net-worth to be S$4.3 Billion. He passed on in 2004 at the age of 87.
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Managing $20 million to $30 billion assets
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