Investment Advisor, Private Wealth Management
7 days ago
Join to apply for the Investment Advisor, Private Wealth Management role at Randstad Singapore 2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. 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' 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. Requirements 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. To apply online please use the 'apply' function. (EA: 94C3609/ R )Seniority level Mid-Senior level Employment type Full-time Industries Banking Referrals increase your chances of interviewing at Randstad Singapore by 2x We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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