Senior investment advisor | singapore, sg | in-office

17 hours ago


Singapore Options Group Full time

Senior Investment AdvisorOptions Group SingaporePosted 8 days ago In-Office Job Permanent S$260k - S$380kThis is a client-facing role within the Investments team. The Active Advisor partners with Relationship Managers to service clients, requiring frequent interaction with a seasoned investment specialist. The Active Advisor is expected to provide timely and unbiased investment advice on single stocks, bonds, structured products, FX, derivatives, mutual funds, and private market investments in a scalable manner. They are also expected to regularly monitor client portfolios for performance, risk, and opportunities, and to be a team player in executing the Active Advisory team vision. A proactive and self-starter approach is necessary to build and manage their own portfolio of tagged accounts.
Requirements:
A seasoned professional with more than 10 years of experience in the dynamic financial industry, primarily honed within international private banks.
Proven track record in multi-asset investment counselling, leveraging robust analytical skills, deep security, derivative, structured product, fund, and private market product knowledge to deliver sound and insightful advice.
Extensive experience in advising clients on navigating the complexities of global capital market securities.
Quantitative finance skills: Mathematically trained with sound experience in applying quantitative skills to systematically evaluate portfolio risk and to identify optimal product solutions for client-centric recommendations.
Communication and language skills: Fluent in Cantonese, Mandarin, and English (both written and spoken), enabling seamless communication with diverse clientele and colleagues.
Energetic, hard-working, and self-motivated individual with a collaborative spirit and a dedication to teamwork.
Growth mind-set.
Qualifications: University degree, coupled with CFA charter designation.
Proficient in industry-standard tools, including Microsoft Office and Bloomberg.
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