Investment Advisor, Japan Desk

1 week ago


Singapore WMRC Private Ltd Full time

Investment Advisors (IA) are investment specialists within the front office team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers in managing client portfolios. Based out of Singapore, this role will be supporting the Japan desk.

You will provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.

You will communicate on house views to the respective marketing teams and work with product specialist for specific support and training, as well as partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews.

You will participate in product idea generation and solutions by keeping abreast of products in the market; proposing new product ideas; promoting ideas approved and endorsed by the Product Council where applicable; and developing, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/ DEKODAs, equity options, range accrual notes.

You will ensure adherence to internal and external regulations and policies at all times.

Pre-requisites

Bachelor degree in the fields of either Finance, Business, Economics or Banking

At least 8 years in financial industry in an investment advisory position

Preferably CFA and CACS certified

Strong knowledge of products across asset classes

Strong interpersonal and communications skills

Strong analytical and strategic thinking skills

Possess a future-oriented mindset and always striving to innovate and adapt to changes

Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments

Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient

Proficiency in Japanese is required as this role supports Japanese clients

Your interest will be treated in strict confidence.

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.



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