Senior Investment Advisor

5 days ago


Singapore Unicorn Advisor (HK) Limited Full time

Job Summary:

We are seeking a seasoned investment professional to join our team at Unicorn Advisor (HK) Limited as a Senior Investment Advisor/Counsellor. The ideal candidate will have a proven track record in investment advisory, portfolio management, brokerage, or institutional sales.

Key Responsibilities:

  • Provide expert investment advice to high net worth clients, leveraging extensive knowledge of private banking business (onshore and offshore).
  • Develop and implement tailored investment strategies to meet clients' financial goals and objectives.
  • Collaborate with cross-functional teams to deliver exceptional client service and drive business growth.
  • Stay up-to-date with market trends and regulatory requirements to ensure compliance and optimal investment outcomes.

Requirements:

  • At least 8 years of experience in investment advisory, portfolio management, brokerage, or institutional sales.
  • Fluency in Mandarin is a must.

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