Investment Advisor
2 days ago
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.The role requires close working collaboration with Relationship Managers to actively provide clients with top-notch investment advice and asset allocation focused on investment performance. He/she shall generate positive client performance according to the clients’ respective risk profile, considering clients’ explicit requirements and adding perceived value by proactively managing risks and opportunities## **YOUR CHALLENGE****GENERAL DESCRIPTION**The Investment Advisor is member of CC&A (Singapore) – SEA and shall endeavour to fulfil the financial ambitions defined and outlined for the team by Head Client Coverage & Advisory (Singapore) - SEA. He/she shall ensure active risk management and meet all regulatory and internal compliance expectations relating to the role.The role requires close working collaboration with Relationship Managers to actively provide clients with top-notch investment advice and asset allocation focused on investment performance. He/she shall generate positive client performance according to the clients’ respective risk profile, considering clients’ explicit requirements and adding perceived value by proactively managing risks and opportunities. Further, he/she shall contribute towards the assets under management growth ambitions for the team. The incumbent shall also build highly effective relationships across the
-
Investment and Risk Specialist
2 weeks ago
Singapore Advisor Alliance Group Full timeCompany Advisor Alliance Group Designation Investment and Risk Specialist Date Listed 04 Mar 2025 Job Type Entry Level / Junior Executive - Full/PermPart/TempIntern/TS Job Period Immediate Start, Permanent Profession Banking / Finance Industry Finance Location Name Raffles Place, UOB Plaza 1, Singapore Address 80 Raffles Pl, Singapore...
-
Investment Advisor
2 days ago
Singapore Standard Chartered Singapore Full timeInvestment Advisor – Standard Chartered Singapore. Key Responsibilities Partner with the Priority Banking Relationship Manager (onshore market) to provide timely and relevant investment advisory services given client’s financial objectives and needs profile. Utilise in-house advisory platforms to deliver holistic investment advisory to clients....
-
Investment Advisor
7 days ago
Singapore ACE ASSET MANAGEMENT PTE. LTD. Full timeWe are growing our team of **Investment Advisors**, and we are looking for individuals who are ready to build a meaningful career in the financial services industry. Whether you're a fresh graduate exploring your first career step, or a mid-career professional looking for a change — this could be the opportunity for you. **Why join us?** 1. We are...
-
Director, Investment Advisor, PvB
3 days ago
Singapore Standard Chartered Singapore Full timeOverview Director, Investment Advisor, PvB – Standard Chartered Singapore. This role involves providing investment advice in collaboration with Relationship Managers to meet client investment needs, enhance
-
Director, Investment Advisor, PvB
3 days ago
Singapore Standard Chartered Full timePress Tab to Move to Skip to Content Link • The Investment Advisor will work closely with Relationship Managers to provide appropriate overall investment advice to meet the investment needs of our clients. The principal objective of the position is to enhance the relevance of the
-
Avp, Investment Services and Support
2 weeks ago
Singapore GIC Investment Full timeLocation: Singapore, SG Job Function: Investment Services Private Markets & Finance **Job Type**: Permanent Req ID: 14848 **Investment Services Private Market and Finance Department** The Investment Services Private Market and Finance Department is responsible for investment services for the private market and financial management across the GIC group....
-
Investment Advisor
5 days ago
Singapore Hays Banking Singapore Full timeHays Banking Singapore SingaporePosted 4 hours ago In-Office Permanent Negotiable Investment advisor offshore **Your new company** **Your new role** - To provide investment advice to clients to meet client's desired risk/investment performance requirements - Key Products: Unit Trust, Bond, Structured Product, FX and more - To assess client's risk...
-
Director, Investment Advisor, PvB
5 days ago
Singapore Standard Chartered Full timeLocation: Singapore, SG Area of interest: Retail Banking Job type: Regular Employee Work style: Office Working Job Summary The Investment Advisor will work closely with Relationship Managers to provide appropriate overall investment advice to meet the investment needs of our clients. The principal objective of the position is to enhance the relevance of the
-
Investment & Insurance Advisor
6 days ago
Singapore J.S.F Full time $80,000 - $120,000 per yearKey ResponsibilitiesClient Needs Analysis: Perform in-depth financial health assessments, analyzing assets, liabilities, income, and existing insurance to understand a client's full financial picture.Financial Planning: Develop comprehensive, customized financial plans, including investment and insurance strategies, to help clients meet short- and long-term...
-
Investment Advisor
4 days ago
Singapore Julius Baer Full time $80,000 - $200,000 per yearAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together. The role requires close working collaboration with Relationship Managers to actively provide clients with top-notch investment...