Wealth Management

1 week ago

Singapore BNP Paribas Full time

**The Portfolio Advisor is responsible for**:

- Providing holistic portfolio advisory services in line with WM investment themes & proper risk management considerations (client suitability, cross-border, market volatility, etc.)
- Delivering regular portfolio reviews and investment recommendations to RMs and occasional joint client calls/meetings
- Engaging with RMs, internal product teams and other stakeholders to ensure optimal advisory service delivery

**PRODUCTS**:
Full range of listed and OTC products except Futures contracts and life policies

**OBLIGATIONS AND COMPLIANCE**:
Follow the general guidelines of the Bank and Management policies

Follow the specific guidelines, policies and regulations related to (minimum requirement):

- Advising on Securities
- Advising on Forex (non-leveraged and leveraged)
- Advising on Structured deposits
- Marketing Collective Investment Scheme
- Client Suitability
- Client Selling process
- Cross border rules
- Marketing documentation

Ensure all investment activities are done accurately and fairly handled and in accordance to regulations & Management policies.

Inform and Escalate issues to Management regarding irregularities in all investment activity, including trading and incidents

Maintain proper audit trails

**TECHNICAL & BEHAVIOURAL COMPETENCIES**:
**Essential Technical Knowledge/Skills**

Financial market knowledge and product expertise (multi asset class) with experience in various market cycles

Principles of portfolio management, portfolio diversification, asset allocation and risk management

Ability to review client portfolios, curate solutions, connect well with RMs/clients

Knowledge of Microsoft Excel and Microsoft PowerPoint

Working knowledge of regulatory requirements

**Other Value-added Competencies**

Client focused

Good communication and presentation skills

Analytical skills

Organizational skills

Creativity & innovation

Results-driven

**QUALIFICATIONS AND EXPERIENCE**:
Minimum 5-7 years of relevant financial market and/or investment advisory experience

Strong communication skills in English (Mandarin is a plus)

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