Expert Investor Position

2 weeks ago

Singapore beBeeInvestment Full time

Investment Expert Opportunity

We are seeking a skilled investment expert to join our team as an Investment Consultant. This role involves working closely with high-net-worth clients to understand their financial goals, assess their risk appetite, and develop tailored investment strategies.

Key Responsibilities:

  • Assess clients' financial goals, risk appetite, and wealth situation through comprehensive financial analysis.
  • Design and recommend customized investment portfolios aligned to the client's profile and market conditions.

Portfolio Management:

  • Provide ongoing reviews, performance updates, and ensure portfolios stay aligned with clients' changing needs.

Market Intelligence:

  • Stay updated with macroeconomic trends, global markets, and financial products to identify timely opportunities and risks.

Client Relationship Management:

  • Build long-term relationships via regular communication, reviews, and advisory support.
  • Serve as a trusted financial partner, maintaining high service standards.

Compliance & Internal Collaboration:

  • Ensure strict adherence to regulatory standards and internal compliance policies.
  • Work with internal teams to deliver a consistent client experience.
  • Maintain proper documentation of client interactions and investment activities.

Ideal Candidate Profile:

  • At least 10 years in wealth management, preferably with exposure to investment consulting or private banking.
  • Solid understanding of investment products and portfolio management techniques.
  • Strong ability to communicate with senior stakeholders.
  • Holds relevant certifications and qualifications.

The ideal candidate will have a strong track record of success in investment consulting, excellent communication skills, and a deep understanding of the financial industry.

  • Junior Associate Director, Investor Operations

    7 days ago

    Singapore MUFG Investor Services Full time

    Company Description **About MUFG Investor Services**: Experience something Brilliantly Different with a career at MUFG Investor Services. Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, and we partner with over 480 loyal global investment firms to provide them with administration, asset services, banking and...

  • Kyc Expert, Transfer Agency and Investor Services

    2 weeks ago

    Singapore BNP Paribas Full time

    **What is this position about?** The position of KYC Expert, Associate/AVP, in BNP Paribas Singapore Investor Services Department is to be an expert in Singapore AML/KYC with a focus on working cohesively with the Hong Kong Investor Services KYC team to provide high quality client service. The role is to operate as an integral part of the KYC Investor...

  • Investor Landscape Expert

    1 week ago

    Singapore beBeeRelationship Full time $90,000 - $120,000

    Investor Relations SpecialistWe are currently seeking a highly motivated Investor Relations Specialist to join our team in Singapore. The ideal candidate will have a deep understanding of the APAC investor landscape and be able to develop strong relationships with allocators and investment consultants.About the RoleThis is an exciting opportunity for a...

  • Strategic Investor Relations Specialist

    1 week ago

    Singapore beBeeInvestment Full time $90,000 - $120,000

    Seeking a seasoned Strategic Investor Relations expert to join our organization. In this role, you will be responsible for forging strong relationships with institutional investors, HNIs, family offices, venture capitalists, and private equity firms.Your key tasks will include identifying and securing strategic investment opportunities, managing investor...

  • Director of Investor Services

    4 days ago

    Singapore CSC Holdings Limited Full time

    Director of Investor Services Singapore Hybrid Mon to Friday, 9AM - 6PM Intro: CSC Fund Solutions is seeking a Director with 10+ years of AML/CFT and Investor Services experience in Asia Pacific. This position will be responsible for leading the regional AML/CFT and Investor Services teams based in different jurisdictions in Asia Pacific. The...

  • Associate, Investor Relations

    2 weeks ago

    Singapore Ares Management Corporation Full time

    Associate, Investor Relations (Direct Lending) As an Associate in the European Credit Group at Ares, you will be a key player in supporting relationship management activities with a focus on reporting and analysis preparation. Your role will involve providing investor relations support through written communications, market research, competitor analysis, and...

  • Director of Investor Services

    10 hours ago

    Singapore Corporation Service Company Full time

    CSC Fund Solutions is seeking a Director with 10+ years of AML/CFT and Investor Services experience in Asia Pacific. This position will be responsible for leading the regional AML/CFT and Investor Services teams based in different jurisdictions in Asia Pacific. The position will report into the Regional Head of Fund Services Asia Pacific and will oversee...

  • Investor Relations Manager

    1 week ago

    Singapore TDCX Full time

    #BeMore Do you aspire for a rewarding career that lets you do more and achieve more? Unleash your full potential at work with TDCX, an award-winning and fast-growing BPO company. Work with the world’s most loved brands and be with awesome, diverse people. Be home, belong, and start your journey to #BeMore! Top Reasons to work with TDCX - Attractive...

  • Director, Fund Accounting

    2 weeks ago

    Singapore MUFG Investor Services Full time $90,000 - $120,000 per year

    Company Description About MUFG Investor ServicesMUFG Investor Services is a trusted partner to many of the world's largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign...

  • Head of Investor Relations

    2 days ago

    Singapore Liberte HR Services Full time

    Our client isan impact-focused investment firm. They deploy capital to scale purpose-driven solutions that address Asia's most pressing social and environmental challenges. They are seeking a strategic and purpose-driven Head of Investor Relations to lead capital raising and stakeholder engagement across our platform. This senior role will drive fundraising...