Investment Advisor, Private Wealth Management
On-site•10,000 – 12,000 SGD
Singapore
Job Description, Responsibilities & Requirements
About the Position
We are seeking an Investment Advisor specializing in Private Wealth Management to join our team in Singapore. Responsibilities include enhancing client relationships and managing high-value accounts.
Responsibilities
- Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.
- Provide tailored investment insights and portfolio strategies to support relationship managers within the Private Banking space.
- Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.
- Evaluate individual risk profiles and investment preferences to recommend suitable wealth management solutions.
- Deliver up-to-date market intelligence and high-quality financial offerings within private banking parameters to sophisticated investors.
Requirements
- Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Experience: 8 years in the financial industry, specializing in investment advisory, ideally within Premier Private/Private Banking.
- Investment Knowledge: Extensive understanding of financial products, including equities, unit trust & structured products.
- Collaboration: Ability to work across teams, understanding interdependencies and synergies within the organization.
- Language Skills: Proficient in spoken and written English. Fluency in Mandarin is required to effectively liaise with Mandarin-speaking clients and conduct product discussions. Written Mandarin proficiency is preferred for client communication when necessary.
- Certifications: CACS 1 & 2 required. CFA preferred.
We Offer
- Competitive salary: SGD 10,000 - SGD 12,000 per month.
- Permanent, full-time position.
About the Company
Our Client is a renowned Private Bank with a global presence.
How to Apply
To apply online, please use the 'apply' function.
For any questions, please contact Jamie Cai at +65 6510 6578.