Investment Consultant

1 week ago


Singapore Search Ally Pte Ltd Full time

JOB PURPOSE:

  • To support the revenue generating activities through timely and riskcontrolled delivery of appropriate investment solutions
  • To assume primary responsibility for Private Wealth investment processes with the aim of increasing client penetration, share of wallet, product distribution and annuity income using inhouse and thirdparty products, with a commensurate increase in profitability for the bank
  • To support the GIC in shaping the house views and messages with consistency.

PRINCIPAL ACCOUNTABILITIES:

  • To be the owners and ambassadors for the asset allocation process and model portfolio management, working with key stakeholders in the population of the portfolios, whether internal or external, being accountable to the GIC for generation of the five risk models, their upkeep and final delivery into the relationship centres; promoting suitable portfolios to the client base as per clients' risk profile; to create and manage model portfolios using all the tools at the bank's disposal and be responsible for their performance against agreed benchmarks, to suggest and support the strategic and tactical asset allocations, to be proactive members of the GIC providing inputs and views as required.
  • To support the asset allocation framework through education of RMs and clients, through regular seminars, presentations, monthly reviews of portfolio performance, with details around attribution etc.
  • To promote the understanding and acceptance of portfolio products wherever and whenever possible, especially amongst those relationship managers not presently actively marketing these products.
  • To work with relationship managers to help them understand and manage their client portfolios comparing them to the model portfolios.
  • To generate incremental sales of focus products through close cooperation with the relationship management teams in Hong Kong and Singapore.
  • To help identify target clients within the internal staff in Asia Pacific and to develop profitable business relationships with these target clients focused sales approach.

KEY COMPETENCIES:

  • Relevant education, investment experience and proven investment track record in a private client framework.
  • Strong client focus.
  • Relevant experience of working in Asia Pacific, either as an individual contributor or a leadership role.
  • Excellent communicator with good presentation skills.
  • Experience in liaising with Mandarinspeaking stakeholders.
SEARCH ALLY PTE LTD | [EA License Number] 18C9289 | [Registration Number] R1551292

Under the revised Employment Agencies License Condition 5(b), employment agencies (EAs) are required to collect the personal data (e.g. NRIC, FIN) of applicants referred to employers for permanent or contract job positions of at least 6 months with a fixed monthly salary of $3,300 and above.

PDPA requirements on collection, use and disclosure of personal data are not applicable to EAs that are collecting such information, as it is a regulatory requirement.


  • Investment Manager

    4 weeks ago


    Singapore JAFCO INVESTMENT (ASIA PACIFIC) LTD Full time

    Roles & ResponsibilitiesOpportunity: Investment Manager for JAFCO Asia in Singapore looking at South East Asia market. Working along with the broad team and reporting directly to the Head of South Asia. This experienced Investment Manager will be part of our SEA practice and will be responsible for evaluating and executing investments in early-stage...

  • Investment Manager

    2 months ago


    Singapore JAFCO INVESTMENT (ASIA PACIFIC) LTD Full time

    Roles & ResponsibilitiesOpportunity: Investment Manager for JAFCO Asia in Singapore looking at South East Asia market. Working along with the broad team and reporting directly to the Head of South Asia. This experienced Investment Manager will be part of our SEA practice and will be responsible for evaluating and executing investments in early-stage...


  • Singapore Mercer Full time

    Welcome to BrighterReady to be part of a company that is not only leading the market, but transforming in the most exciting way? In Singapore, we are a team of experts who believe in building brighter futures for our clients and community by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and wellbeing.At...


  • Singapore Mercer Full time

    Welcome to BrighterReady to be part of a company that is not only winning, but transforming in the most exciting way In Singapore, we are a team of experts who believe in building brighter futures for our clients and community by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being.At Mercer, we...


  • Singapore KSL INVESTMENT MANAGEMENT PTE. LTD. Full time

    Roles & ResponsibilitiesJob description Work with team to develop investment strategies and asset allocation recommendations. Perform top-down sector analysis to understand industry specific drivers, assess competitive landscape, evaluate opportunities and risks. Perform bottom-up selection through detailed analysis of investment opportunities in public...


  • Singapore KSL INVESTMENT MANAGEMENT PTE. LTD. Full time

    Roles & ResponsibilitiesJob description Work with team to develop investment strategies and asset allocation recommendations. Perform top-down sector analysis to understand industry specific drivers, assess competitive landscape, evaluate opportunities and risks. Perform bottom-up selection through detailed analysis of investment opportunities in public...


  • Singapore Page Executive Full time

    About Our Client Our client is a well-known consultancy firm with growing ESG practice to assist their clients on their transition in areas like impact investment, ESG reporting, decarbonization and carbon markets etc. Job Description Reporting to the ESG Practice Head, you will be acting as one of the senior figures in the broader ESG team to provide the...


  • Singapore PHILLIP SECURITIES PTE LTD Full time

    Roles & ResponsibilitiesPhillip Investor Centre is a one-stop financial hub. We offer holistic financial solutions, which includes global stocks trading as well as wealth management advisory service. We are strategically located in neighbourhoods around Singapore to provide convenience to clients. We are looking for positive, results-oriented, and adaptable...

  • Investment Consultant

    4 weeks ago


    Singapore PHILLIP SECURITIES PTE LTD Full time

    Roles & ResponsibilitiesPhillip Investor Centre is a one-stop financial hub. We offer holistic financial solutions, which includes global stocks trading as well as wealth management advisory service. We are strategically located in neighbourhoods around Singapore to provide convenience to clients. We are looking for positive, results-oriented, and adaptable...


  • Singapore Hatch Careers Singapore Full time

    Investment Sales Consultant   We're excited to announce openings for the position of Investment Sales Consultant. Our client, a prestigious strategic partner of a leading international bank, seeks dynamic financial professionals - current and former bankers included, who are ready to elevate their careers. This is your chance to make a significant leap...


  • Singapore Professional Investment Advisory Services Pte Ltd Full time

    What you’ll do: Offer investment advice to clients Maintain regular contact with existing clients while expanding your network and onboarding new clients Provide comprehensive financial advice, comparisons, and conduct Financial Needs Analysis Construct and review investment portfolios Establish and assist clients in achieving their financial goals...


  • Singapore Professional Investment Advisory Services Pte Ltd Full time

    What you’ll do: · Offer investment advice to clients · Maintain regular contact with existing clients while expanding your network and onboarding new clients · Provide comprehensive financial advice, comparisons, and conduct Financial Needs Analysis · Construct and review investment portfolios · Establish and assist clients in achieving their...

  • Investment VP

    2 months ago


    Singapore Selby Jennings Full time

    Presently, I am working with a Regional Venture Capital firm who is seeking an Investment VP to join their growing team here in Singapore. This is a new role, a part of their expansion in the Singapore team. Key job scope will include: Spearhead the identification and evaluation of potential investment opportunities venture capital tech space Develop and...

  • Investment VP

    1 week ago


    Singapore Selby Jennings Full time

    Presently, I am working with a Regional Venture Capital firm who is seeking an Investment VP to join their growing team here in Singapore. This is a new role, a part of their expansion in the Singapore team. Key job scope will include:Spearhead the identification and evaluation of potential investment opportunities venture capital tech spaceDevelop and...

  • Investment VP

    4 weeks ago


    Singapore Selby Jennings Full time

    Presently, I am working with a Regional Venture Capital firm who is seeking an Investment VP to join their growing team here in Singapore. This is a new role, a part of their expansion in the Singapore team. Key job scope will include:Spearhead the identification and evaluation of potential investment opportunities venture capital tech spaceDevelop and...

  • Investment Advisor

    1 month ago


    Singapore Selby Jennings Full time

    The Investment Advisor will be responsible for providing comprehensive investment advice and financial planning services to clients, leveraging expertise in investment management, portfolio construction, and risk management.Key Responsibilities:Client Consultation and Financial Planning:Conduct in-depth consultations with clients to understand their...


  • Singapore RANDSTAD PTE. LIMITED Full time

    Roles & ResponsibilitiesKey Perks:Lucrative base salary complemented by generous incentives and performance-driven bonuses. Comprehensive benefits package, including medical coverage and retirement plans. Gain access to exclusive training and development initiatives designed to refine your expertise. Forge a path for advancement within a nurturing and...


  • Singapore Cultivate Full time

    cultivate began out of a desire to contribute to the start-up ecosystem by providing a service that fills the void left by others; an approachable fit-for-purpose solution for founders and leaders in the tech sector.Using innovative and collaborative approaches, we help emerging tech companies address hiring challenges and secure the best talent. And with an...

  • Investment Manager

    4 weeks ago


    Singapore GMP RECRUITMENT SERVICES (S) PTE LTD Full time

    Roles & ResponsibilitiesJob Responsibilities Source and evaluate investment opportunities in early-stage companies in Vietnam, Indonesia and Singapore Conduct due diligence on potential investments, including financial analysis, market research, and competitive analysis Create fundamental research on new markets and industries of investment interest....

  • Investment Manager

    1 month ago


    Singapore GMP RECRUITMENT SERVICES (S) PTE LTD Full time

    Roles & ResponsibilitiesJob Responsibilities Source and evaluate investment opportunities in early-stage companies in Vietnam, Indonesia and Singapore Conduct due diligence on potential investments, including financial analysis, market research, and competitive analysis Create fundamental research on new markets and industries of investment interest....