Client Advisors

1 week ago


Singapore SONAR CAPITAL PTE. LTD. Full time
Sonar Capital is an Independent Asset Management firm.

Established by a Harvard-trained senior private banker with 20 years of experience in Indonesia, Australia, Philippines and Singapore, the firm aims to provide best-in-class advisory and fund management services to individual and corporate Accredited Investors.

The firm aims to achieve AUM of USD 1bio in 3 years.


We are looking for Client Advisors / Investment Consultants / Product Specialists with at least 5 years of experience for the position of Director.


Requirements:

  • At least 5 years of banking experience as either client advisor, investment consultant or product specialist and has an established network of HNW / UHNW clientele (AI clients)
  • Track record in asset development, asset growth and revenue generation
  • Strong product knowledge in wealth management and able to effectively advise clients on investment portfolio
  • Has high standards of professional integrity
  • Understand clients' background and drive the Know Your Customer due diligence as a first line of defence, to fulfil related compliance and internal requirements
  • Experience in Fund Management is a plus
  • Possess CMFAS certification 1A, 3, 6, 6A, CACS Paper 1 & 2

Scope and responsibilities:

  • Assist CEO with defining and implementing the investment strategy, constructing the portfolio, and managing the portfolio to meet client investment objectives
  • Ensure that all transactions/activities affecting banking and customer interactions are undertaken within the regulatory/ legal boundaries and framework

What We Offer:

  • Platform with comprehensive solutions to meet clients' different needs
  • Competitive package
  • Flexibility in worklife balance

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