Investment Advisor, Private Wealth Management

Responsibilities:

• Provide tailored investment insights and portfolio strategies to support relationship managers within the PB 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.
• CACS 1 & 2 required. CFA preferred

To apply online please use the 'apply' function.

(EA: 94C3609/ R21103354 )