Senior Investment Manager
4 days ago
We are seeking a skilled and experienced Senior Investment Manager to join our team at UOB Kay Hian Private Limited. As a Senior Investment Manager, you will be responsible for developing and acquiring new clients through prospecting and leveraging on the firm's networks, platform, and services.
In this role, you will provide investment advisory to High Net Worth clients and formulate investment strategies that align with client's target strategic assets allocation to meet investment objectives and risk profile. You will also ensure clients' compliance with the Company and industry rules and regulations.
Requirements- Certified in CMFAS Modules 1A, 2A, 5, 6 (or equivalent certification)
- Sales-driven and strong desire to achieve
- Ability to work independently
- Possess good interpersonal and communication skills
- Wealth Management: Develop and implement comprehensive wealth management strategies for High Net Worth clients.
- Investment Advisory: Provide expert investment advice to clients, including asset allocation, portfolio management, and investment research.
- Investment Strategies: Formulate and implement investment strategies that align with client's target strategic assets allocation to meet investment objectives and risk profile.
- Financial Planning: Assist clients in creating personalized financial plans, including cash flow analysis, budgeting, and investment planning.
- Interpersonal Skills: Build and maintain strong relationships with clients, colleagues, and other stakeholders.
- Communication Skills: Effectively communicate complex financial information to clients, both verbally and in writing.
We offer a competitive salary of SGD $120,000 per annum, commensurate with experience. In addition, we provide a range of benefits, including:
- A comprehensive employee benefits package
- Ongoing training and development opportunities
- A collaborative and dynamic work environment
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