Client Advisors
2 weeks ago
Sonar Capital is an Independent Asset Management firm. Established by a Harvard-trained senior private banker with 20 years of experience in Indonesia, Australia, Philippines and Singapore, the firm aims to provide best-in-class advisory and fund management services to individual and corporate Accredited Investors. The firm aims to achieve AUM of USD 1bio in 3 years.
We are looking for Client Advisors / Investment Consultants / Product Specialists with at least 5 years of experience for the position of Director.
**Requirements**:
- At least 5 years of banking experience as either client advisor, investment consultant or product specialist and has an established network of HNW / UHNW clientele (AI clients)
- Track record in asset development, asset growth and revenue generation
- Strong product knowledge in wealth management and able to effectively advise clients on investment portfolio
- Has high standards of professional integrity
- Understand clients’ background and drive the Know Your Customer due diligence as a first line of defence, to fulfil related compliance and internal requirements
- Experience in Fund Management is a plus
- Possess CMFAS certification 1A, 3, 6, 6A, CACS Paper 1 & 2
**Scope and responsibilities**:
- Assist CEO with defining and implementing the investment strategy, constructing the portfolio, and managing the portfolio to meet client investment objectives
- Ensure that all transactions/activities affecting banking and customer interactions are undertaken within the regulatory/ legal boundaries and framework
**What We Offer**:
- Platform with comprehensive solutions to meet clients’ different needs
- Competitive package
- Flexibility in work-life balance
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