Investment Advisor, Executive Director

4 weeks ago

Singapore Reve Partners Full time

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We are seeking an exceptional Executive Director, Investment Advisor to join a prominent private bank. This is a unique opportunity to leverage your expertise and play a pivotal role in managing significant client portfolios. As an Investment Advisor, you'll be responsible for providing comprehensive investment advice and solutions to a sophisticated clientele. You'll work closely with Private Bankers to understand client needs, develop tailored investment strategies, and ensure the effective implementation and ongoing monitoring of portfolios.

Your responsibilities will include cultivating and maintaining strong relationships with high-net-worth clients, acting as their trusted advisor on all investment matters. You'll deliver expert investment advice across a broad range of asset classes, including equities, fixed income, alternative investments, and structured products. This role also involves designing and implementing customized investment portfolios aligned with clients' risk profiles, financial objectives, and liquidity needs.

You'll need to stay abreast of global market trends, economic developments, and investment opportunities to inform client strategies, and work seamlessly with Private Bankers, wealth planners, and other specialists to provide holistic financial solutions.

Finally, you'll ensure all investment activities adhere to regulatory guidelines and internal compliance standards.

To be successful in this role, you should have

  • Bachelor's degree in Finance, Economics, or a related field; a CFA charter holder or equivalent postgraduate qualification is highly preferred.
  • You'll need proven experience (typically 10+ years) in investment advisory, portfolio management, or a similar role within a private banking or wealth management setting.
  • A deep understanding of financial markets, investment products, and portfolio management principles is essential.
  • We're looking for someone with exceptional client-facing skills, with a demonstrated ability to build rapport and trust with sophisticated individuals.
  • Strong analytical and problem-solving abilities, with meticulous attention to detail, are also crucial.
  • Excellent communication and presentation skills, both written and verbal, are a must, along with a strong commitment to ethical conduct and client-centricity.

This is an outstanding opportunity to join a highly respected private banking institution known for its client-focused approach and commitment to excellence. You'll be part of a dynamic team, work with a diverse and engaging client base, and have access to extensive resources and professional development opportunities.

If you are a driven and accomplished investment professional looking for your next challenge, we encourage you to apply.

Seniority level
  • Seniority levelDirector
Employment type
  • Employment typeFull-time
Job function
  • Job functionFinance and Sales
  • IndustriesFinancial Services and Banking

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