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Client Investment Advisor

2 weeks ago

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**Job Description & Requirements**:
Taurus Wealth Advisors is a preeminent multi-family office, providing holistic and tailored investment advice to high net-worth individuals and families for long term wealth accumulation and preservation. Founded in April 2008, comprising a team of highly experienced and culturally diverse investment professionals, the Firm has grown rapidly based on a strong foundation of integrity, independence and objectivity. The Firm has offices in Singapore and Dubai from which it advises on / manages assets of around USD 1.7 billion for Clients across 12 countries presently

The role necessitates close alignment with the core advisory and wealth management activities of the Firm and thus offers significant scope for learning and aspiring to front office career opportunities over time.

**Responsibilities:
**Revenue**
- Achieve agreed revenue targets with respect to assets under management, retainer conversions and referrals
- Contribute to the corporate revenue targets on a quarterly basis

**Work plan**
- Review your monthly work plan with the CEO on a regular basis
- Review your forward monthly revenue work plan to ensure achievement of your objectives

**Lead Generation**
- Generate new business from agreed referral sources through various networking activities including managing relationships between the Company and your referral sources
- Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity

**Client Relationships**
- Effectively manage the relationship between the Client and the Company as well as the various banking relationships the Clients may have.
- Provide ongoing advice on Client portfolios and providing fee-for-service basis advice as required to Clients
- Maintain a high standard of ethics and conduct and ensure confidentiality of clients’ assets & information
- Ensure strict adherence to the Company’s processes, policies, rules & regulations _inter alia _while reviewing Clients’ portfolios and advising / executing investments

**Market Research Knowledge**

Keep abreast of technical market knowledge and macro research as part of ongoing requirement on technical competency. Adhere to the Investment Committee framework of the Company and be competent with regard to strategic and tactical recommendations generated by the Company. Provide competent inputs to the Investment Committee and Investment Counsellors including reverse enquiries received from Clients and prospects

**Challenges / problem solving**

To creatively identify and generate leads with a view to developing new business opportunities.
To transform potential clients into retainer fee paying clients of **Taurus
**Essential Competencies**
- Travelling will be required.
- A recognized degree with more than 5 years of experience in the banking and financial services with an outstanding sales track record of financial and investment products
- Relevant accreditation (Modules 5, 6, 8, 9 & HI)
- Clear understanding of bank regulations and compliance requirements as under FAA and SFA
- At least 5 years of financial advisory/portfolio management experience, consistent marketing & sales performance, preferably in banking/ financial advisory.
- Good understanding of equities, fixed income, hedge funds, FX and other investment products & services
- Strong interactive and interpersonal skills with proven ability to influence clients
- Present all investment solutions with a high standard, professional manner