Senior Investment Advisor

2 weeks ago

Singapore beBeeInvestment Full time $1,800,000 - $2,500,000
Job Description:

As a high-net-worth investment advisor, you will provide personalized and professional services to clients in the Greater China market. Your expertise in wealth management and portfolio strategy will enable you to deliver tailored solutions that meet each client's unique needs.

You will work closely with Relationship Managers to review and monitor client portfolios, identifying opportunities to enhance their financial well-being. Your analytical mind and attention to detail will allow you to stay ahead of market trends, ensuring that your clients receive expert advice and execution services.

Key Responsibilities:
  • Develop and maintain client relationships through effective communication and interpersonal skills
  • Partner with Relationship Managers to review and monitor client portfolios and develop appropriate investment strategies
  • Perform regulated activities, adhering to policies, standards, guidelines, and procedures set by regulatory authorities
Qualifications:
  • Degree holder in Finance, Business, or related discipline, preferably with CFA certification
  • 10-15 years of relevant experience in wealth/ portfolio management
  • Sound knowledge of private banking products and solutions, as well as deep expertise in the Greater China market
  • Solid understanding of financial and investment markets, with analytical mind and sensitivity to financial market trends
  • Excellent communication and interpersonal skills to engage clients and Relationship Managers effectively
Benefits:
  • Opportunity to work with a team of experienced investment advisors who share your passion for delivering exceptional client service
  • Chance to build long-term relationships with clients and contribute to their financial success

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