Investment Advisor, Private Wealth Management - Toa Payoh - ref. j58398319
RANDSTAD PTE. LIMITED Toa Payoh Full-time
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 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 )
Toa Payoh
Job Description & Requirements
Job Responsibilities:
• Identify and acquire new clients to grow the firm’s fund investment business
• Provide professional fund investment advice and tailored asset allocation plans
• Monitor market trends...
AVRIO WEALTH PTE. LTD.Toa Payoh
comprehensive and personalized financial plans, implement an investment plan that aligns to their goals along with tax and estate planning. This role is good for someone who also wants to grow their client base with Brits or Aussies who are US based...
Toa Payoh
first investment advisory without conflicts of interest.
Key Responsibilities
• Act as a trusted investment advisor to UHNW/HNW clients, providing tailored asset allocation and portfolio solutions.
• Work alongside Relationship Managers to deliver...