Senior Investment Advisor

6 days ago

Singapore beBeeInvestment Full time

Job Overview

Citi is committed to fostering the development of its employees from the start. We offer extensive on-the-job training and exposure to senior leaders, as well as traditional learning opportunities.

This role presents a unique opportunity for individuals to broaden and deepen their skills and knowledge as their career progresses.

  • We provide access to an array of learning resources, including formal training programs and workshops.
  • We also offer various support services for your physical and mental well-being, such as telehealth options and health advocates. Coverage varies by location.

Key Responsibilities:

Client Management

You will work closely with Relationship Managers to manage investment relationships and deliver our Chief Investment Officer's views to our wealth clients.

  • You will function as one of the primary client contacts and trusted investment advisors for clients, providing expert advice on portfolio management and investment strategies.
  • You will collaborate with Market Managers and Relationship Managers professionals primarily serving clients in North Asia Markets.

Making Connections:

You will establish strong relationships with sales forces and high net worth clients, creating customized proposals to meet individual needs.

You will educate sales professionals on product solutions and be available to accompany them to client meetings.

Delivering Results:

You will drive business growth by developing and executing comprehensive sales strategies, collaborating with colleagues to offer complete advice and wealth solutions to clients.

You will leverage subject matter experts and wholesalers to provide specialized knowledge and present or co-present at client events.

You will maintain open communication channels with sales professionals and their clients, ensuring exceptional customer service.

Accountability:

You will be accountable for meeting product revenue goals and penetration targets.

You will adhere to applicable laws, rules, and regulations, applying sound ethical judgment regarding personal behavior, conduct, and business practices.

  • Senior Investment Advisor

    2 weeks ago

    Singapore beBeeInvestment Full time

    Senior Investment Advisor RoleWe are seeking a seasoned Senior Investment Advisor to join our team in Europe and Central Asia Markets. As a key member of our Private Banking division, you will be responsible for providing expert investment counsel to high net worth individuals.

  • Senior Investment Advisor

    2 days ago

    Singapore beBeeInvestment Full time $80,000 - $120,000

    Job Title: Senior Investment Advisor  We are seeking a Senior Investment Advisor to join our team. As a Senior Investment Advisor, you will be responsible for providing investment advice and guidance to clients.  Key Responsibilities:Conduct pre-transaction checks and due diligenceReview sales documents and supervisor assessmentsConduct call-backs to...

  • Senior Investment Advisor

    2 weeks ago

    Singapore beBeeInvestment Full time $120,000 - $250,000

    Senior Investment AdvisorAssist clients in raising funds and provide strategic advisory services for mergers, acquisitions, and other financial transactions.Manage project phases, new business development, and overall growth of the firmGuide clients through capital raising processes, including due diligence and drafting sessionsWork with clients, senior team...

  • Assistant Investment Advisor

    1 week ago

    Singapore TECH AALTO PTE. LTD. Full time

    **Job Title**:Assistant Investment Advisor **Location**:Singapore **Department**:Investment Advisory / Wealth Management **Reporting to**:Senior Investment Relationship Manager **Role Overview** **Key Responsibilities** **Research & Analytics (Primary Responsibility)** - Conduct research and analysis on global macroeconomic trends, market outlook, and...

  • Senior Investment Advisor

    4 days ago

    Singapore Hays Full time

    **Your new company**: Our client is a well known multinational financial institution that is known as a market leader both in Singapore and internationally. **Your new role**: Due to growth, our client is looking for a Senior Investment Advisor to work closely with Relationship Managers within the high-net work client base. Responsibilities will include...

  • Strategic Investment Advisor

    1 week ago

    Singapore beBeeInvestment Full time $180,000 - $250,000

    As a strategic investment advisor, you will play a vital role in shaping the future of our clients' wealth. With extensive training and exposure to senior leaders, you will be equipped to deliver exceptional service and make a lasting impact.Key ResponsibilitiesThe Investment Counselor is responsible for managing complex investment relationships and...

  • Associate Director

    6 days ago

    Singapore PAN-ASIA INVESTMENT HOLDINGS PTE. LTD. Full time

    **Position Overview**:Join our dynamic team as an Associate Director - Investment and be at the forefront of our regional expansion in the Asia Pacific. You will play a critical role in originating, analyzing, and executing investment and M&A opportunities, helping to cement our position as a global investment leader. Your expertise will guide senior...

  • Investment Advisor, Executive Director

    3 weeks ago

    Singapore Reve Partners Full time

    Get AI-powered advice on this job and more exclusive features.We are seeking an exceptional Executive Director, Investment Advisor to join a prominent private bank. This is a unique opportunity to leverage your expertise and play a pivotal role in managing significant client portfolios. As an Investment Advisor, you'll be responsible for providing...

  • PCG - Investment Advisor

    1 week ago

    Singapore UOB Full time

    Join to apply for the PCG - Investment Advisor role at UOB 2 days ago Be among the first 25 applicants Join to apply for the PCG - Investment Advisor role at UOB About UOB United Overseas

  • Director, Investment

    2 weeks ago

    Singapore Keppel (Fund Management & Investment) Full time

    Join to apply for the Director, Investment (Data Center) role at Keppel (Fund Management & Investment).Identifying and originating investment opportunitiesStructuring, assessing, and negotiating transactions including leading all due diligence, financial modeling, deal analytics, financing, and legal documentationEngaging with external advisors, managing due...