Investment Advisor, Private Bank
2 weeks ago
About the Role
We are seeking a skilled Investment Advisor to join our Private Bank team. As an Investment Advisor, you will be responsible for managing the wealth of high-net-worth individuals with investment assets of $5 million and above.
Key Responsibilities
- Attend to Relationship Managers' queries on all equity matters in a timely and professional manner.
- Work with Relationship Managers to produce quality Investment Proposals & Portfolio Reviews.
- Prepare tailor-made Equity/structured products solutions for end clients.
- Able to make presentations to marketing platforms.
- Achieve revenue income and increase business volume to meet annual targets.
- Provide research and stock ideas.
- Responsible for assigned sector coverage in global equities markets and generate investment ideas.
- Contribute to the overall investment strategy for the firm.
- Conduct fundamental stock research and macro analysis.
Requirements
- Ability to socialize/communicate with people from all spectrums.
- Genuine and sincere in wanting to help others.
- Approachable.
- Team player as well as ability to function independently.
- Good financial degree. CFA preferred.
- 5-8 years of relevant experience, preferably in Private Banking.
- Strong communication skills.
- VBA/Excel skills.
- Excellent English language skills, oral and written.
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