
Senior Investment Advisor
6 days ago
C- 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, FX, derivatives, mutual funds and private market investments in a scalable manner. Active Advisor is expected to regularly monitor client portfolios for performance, risk and opportunities A team player in executing the Active Advisory team vision. Proactive and self-starter in taking initiative to build and manage own portfolio of tagged accounts
**Requirements**:
1. Extensive experience
A seasoned professional with more than 10 years of experience in the dynamic financial industry, primarily honed within international private banks.
2. Investment expertise
Proven track record in multi-asset investment counselling, leveraging robust analytical skills, deep security, derivative, and structured product, fund and private market product knowledge to deliver sound and insightful advice.
Extensive experience in advising clients on navigating the complexities of global capital market securities
3. Quantitative finance skills
4. Communication and language skills
Fluent in Cantonese, Mandarin, and English (both written and spoken), enabling seamless communication with diverse clientele and colleagues.
5. Personal qualities
Energetic, hard-working, and self-motivated individual with a collaborative spirit and a dedication to teamwork.
Growth mind-set
6. Qualifications:
University degree, coupled with CFA charter designation
Proficient in industry-standard tools, including Microsoft Office and Bloomberg.
Job ID CT008
-
Senior Investment Advisor
1 week ago
Singapore beBeeInvestment Full time $80,000 - $120,000Job Title: Senior Investment Advisor We are seeking a Senior Investment Advisor to join our team. As a Senior Investment Advisor, you will be responsible for providing investment advice and guidance to clients. Key Responsibilities:Conduct pre-transaction checks and due diligenceReview sales documents and supervisor assessmentsConduct call-backs to...
-
Investment and Risk Specialist
7 days 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...
-
Senior Investment Advisor
2 weeks ago
Singapore Hays Full time**Your new company**: Our client is a well known multinational financial institution that is known as a market leader both in Singapore and internationally. **Your new role**: Due to growth, our client is looking for a Senior Investment Advisor to work closely with Relationship Managers within the high-net work client base. Responsibilities will include...
-
Associate Director
2 weeks ago
Singapore PAN-ASIA INVESTMENT HOLDINGS PTE. LTD. Full time**Position Overview**:Join our dynamic team as an Associate Director - Investment and be at the forefront of our regional expansion in the Asia Pacific. You will play a critical role in originating, analyzing, and executing investment and M&A opportunities, helping to cement our position as a global investment leader. Your expertise will guide senior...
-
Advisor, Investment Insights Group
2 days 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
4 days ago
Singapore Balfour Capital Group Full timeThis is a remote position. Join Balfour Capital Group as an Investment Advisor About Balfour Capital Group Balfour Capital Group is a boutique Investment Banking Firm and Hedge Fund managing over $400 million in global trading operations. We specialize in Commodities, Currencies, ETFs, Bonds, Precious Metals, and more, tapping into major markets from...
-
Investment Advisor
2 days ago
Singapore Citi Full timeThe Citigold Client Advisor is a strategic partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions. Serving as a trusted advisor, the Citigold Client Advisor proactively anticipates client needs, crafting personalized strategies that encompass sophisticated investment management, advanced...
-
Investment Advisor, Executive Director
4 weeks ago
Singapore Reve Partners Full timeGet AI-powered advice on this job and more exclusive features.We are seeking an exceptional Executive Director, Investment Advisor to join a prominent private bank. This is a unique opportunity to leverage your expertise and play a pivotal role in managing significant client portfolios. As an Investment Advisor, you'll be responsible for providing...
-
Senior Investment Advisor
2 weeks ago
Singapore beBeeInvestment Full timeJob Overview Citi is committed to fostering the development of its employees from the start. We offer extensive on-the-job training and exposure to senior leaders, as well as traditional learning opportunities. This role presents a unique opportunity for individuals to broaden and deepen their skills and knowledge as their career progresses. We provide...
-
Director, Investment
3 weeks ago
Singapore Keppel (Fund Management & Investment) Full timeJoin to apply for the Director, Investment (Data Center) role at Keppel (Fund Management & Investment).Identifying and originating investment opportunitiesStructuring, assessing, and negotiating transactions including leading all due diligence, financial modeling, deal analytics, financing, and legal documentationEngaging with external advisors, managing due...