Strategic Investment Advisor Opportunity
8 hours ago
Main Duties:
- Support Relationship Managers in delivering premium investment advisory services to high net worth clients, formulating tailored investment strategies that align with clients' target asset allocation and risk profiles.
- Communicate the bank's market view to marketing teams and collaborate with product specialists for support or training needs.
- Collaborate with Relationship Managers on investment ideas, articulate investment concepts, create investment proposals, and conduct portfolio reviews.
- Partner with Product Management Group to develop innovative product solutions.
- Maintain market knowledge of products and propose new product ideas.
- Analyze and monitor trading ideas related to cash equities, bonds, FX, and structured products under ELNs, KODAs/DEKODAs, equity options, and range accrual notes.
Working Experience and Requirement:
- A minimum of 6-8 years of experience in a financial institution, preferably in an investment advisory role.
- Excellent interpersonal and communication skills.
- Strong analytical and strategic thinking abilities.
- Team player with strong collaboration skills.
Education Requirements:
- A well-recognized university degree, preferably with a CFA or other relevant postgraduate qualifications.
About the Role:
This is an exciting opportunity to join our team as a Senior Investment Advisor. The successful candidate will have a proven track record in delivering high-quality investment advisory services to high net worth clients.
Key Responsibilities:
• Provide investment advisory services to high net worth clients
• Collaborate with Relationship Managers on investment ideas and strategies
• Communicate the bank's market view to marketing teams
• Develop and maintain market knowledge of products
• Analyze and monitor trading ideas related to various financial instruments
Requirements:
• A minimum of 6-8 years of experience in a financial institution
• Excellent interpersonal and communication skills
• Strong analytical and strategic thinking abilities
• Team player with strong collaboration skills
• A well-recognized university degree, preferably with a CFA or other relevant postgraduate qualifications
Estimated Salary: SGD 120,000 - SGD 180,000 per annum
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