
Investment Advisor, Asean
2 weeks ago
**Investment Advisor, ASEAN (AVP)** **-** **(**25000018**)**
**Description**
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.
- 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.
- Communicate on house views to the respective marketing teams and work with product specialist for specific support and training
- Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews.
- Provision of financial advisory services to clients.
- Participate in product idea generation and solutions by:
a) keeping abreast of products in the market
b) proposing new product ideas
c) promoting ideas approved and endorsed by the Product Council where applicable
d) 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
- Ensure adherence to internal and external regulations and policies at all times
**Qualifications**
- Bachelor Degree in the fields of either Finance, Business, Economics or Banking
- 5 - 7 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 future oriented mindset, strive 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
**Primary Location**: Singapore
**Job**: Investment Advisory
**Organization**: BOS - Singapore (SG)
**Schedule**: Permanent
: Full-time
**Job Posting**: 08-Jan-2025, 1:35:34 AM
-
Investment Advisor, Asean
1 week ago
Singapore Bank of Singapore Full timeInvestment Advisor, ASEAN (AVP) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we...
-
Investment Advisor, Asean
2 weeks ago
Singapore Bank of Singapore Full timeInvestment Advisor, ASEAN (AVP/VP) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages,...
-
Investment and Risk Specialist
2 weeks ago
Singapore Advisor Alliance Group Full timeCompany Advisor Alliance Group Designation Investment and Risk Specialist Date Listed 04 Mar 2025 Job Type Entry Level / Junior Executive - Full/PermPart/TempIntern/TS Job Period Immediate Start, Permanent Profession Banking / Finance Industry Finance Location Name Raffles Place, UOB Plaza 1, Singapore Address 80 Raffles Pl, Singapore...
-
Advisor, Investment Insights Group
1 week ago
Singapore GIC Investment Full time**Location**: Singapore, SG Job Function: Others **Job Type**: Contract Req ID: 12482 GIC is a custodian of Singapore’s Reserves and a Sovereign Wealth Fund to secure Singapore’s financial future. GIC is entrusted with a critical mission that impacts the lives of all Singaporeans. We are looking for the best talent to help us fulfil our commitment to...
-
Investment Advisor, Asean
2 weeks ago
Singapore Bank of Singapore Full timeAt Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...
-
Industry Advisor
13 hours ago
Singapore Salesforce Full timeJob Category Sales Job Details **About Salesforce** We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance...
-
Senior Investment Advisor
15 hours ago
Singapore beBeeInvestment Full timeSenior 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.
-
Investment Advisor
6 days ago
Singapore ACE ASSET MANAGEMENT PTE. LTD. Full timeWe are growing our team of **Investment Advisors**, and we are looking for individuals who are ready to build a meaningful career in the financial services industry. Whether you're a fresh graduate exploring your first career step, or a mid-career professional looking for a change — this could be the opportunity for you. **Why join us?** 1. We are...
-
Senior Investment Advisor
2 weeks ago
Singapore Options Group Full timeC- Posted by - Charlie Thorp- Recruiter This is a client-facing role within Investments team - Active Advisor partners with Relationship Managers to service clients, who require frequent interaction with a seasoned investment specialist. Active Advisor is expected to provide timely and unbiased investment advice on single stocks, bonds, structured products,...
-
Strategic Investment Advisor
2 weeks ago
Singapore beBeeInvestment Full timeJob Title:Strategic Investment AdvisorJob Description: The Investment Advisor is a key member of our team, responsible for delivering exceptional investment advice and asset allocation solutions to our clients. The role requires close collaboration with Relationship Managers to provide top-notch investment advice and optimize client portfolios.As an...