Senior Investment Advisor

3 days ago


Hong Kong, Hong Kong SAR China Bank of Singapore Full time

Main Duties

They shall support RMs primarily as follows:

  • Meet and provide premium investment advisory to HNW clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.
  • Relay the house view in their respective marketing teams and can call on product specialists for specific support or general training needs.
  • Work with Relationship Managers on investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews.
  • Collaborate with Product Management Group to generate products solutions and :
  • Keep abreast of products in the market
  • Propose new product ideas
  • Develop, monitor and follow up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes.

 

Working Experience and Requirement

  • At least 6-8 years in financial industry in an investment advisory position
  • Strong inter personal and communications skills
  • Strong analytical and strategic thinking skills
  • Team player

 

Education Requirements

  • Well recognized university degree, preferably with a CFA or other relevant post graduate qualifications

 



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