
Investment Advisor, Private Wealth Management
2 weeks ago
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Base pay range
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
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
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Industries: Banking
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