Investment Advisor, Private Wealth Management

16 hours ago


Singapore Randstad Singapore Full time

Investment Advisor, Private Wealth Management – Randstad Singapore Join to apply for the Investment Advisor, Private Wealth Management role at Randstad Singapore . This range is provided by Randstad Singapore. Your actual pay will be based on your skills and experience—talk with your recruiter to learn more. Responsibilities Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high‐net‐worth prospects. Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space. Manage a portfolio of high‐value accounts, actively identifying opportunities aligned with clients' financial goals and market conditions. Evaluate individual risk profiles and investment preferences to recommend suitable wealth management solutions. Deliver up‐to‐date market intelligence and high‐quality financial offerings within private banking parameters to sophisticated investors. Qualifications Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field. Experience: 8 years in the financial industry, specializing in investment advisory, ideally within Premier Private/Private Banking. Investment Knowledge: Extensive understanding of financial products, including equities, unit trust & structured products. Collaboration: Ability to work across teams, understanding interdependencies and synergies within the organization. Language Skills: Proficient in spoken and written English. Fluency in Mandarin is required to effectively liaise with Mandarin‐speaking clients and conduct product discussions. Written Mandarin proficiency is preferred for client communication when necessary. CACS 1 & 2 required. CFA preferred. Seniority level Mid‐Senior level Employment type Full‐time Industry Banking Job ID: 94C3609 / R #J-18808-Ljbffr


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