Investment Specialist

1 week ago

Singapore BEDROCK TRUST PTE. LTD. Full time

**Your role**
We are looking for experienced investment specialists to join our Multi Family Office (MFO) business, working closely alongside relationship managers as technical experts in providing investment solutions. We are looking for someone to:

- serve as the primary day-to-day contact with Family Office clients on all investment related questions
- provide frequent product updates, market updates and investment recommendations across multiple asset classes
- generate ideas to identify new investment opportunities across asset classes
- determine investment suitability, identifying product specific investment opportunities, providing bespoke portfolio advice and after sales portfolio monitoring.
- be responsible in the implementation and oversight of investment portfolios, as well as in providing advice and guidance on markets and actionable investment solutions according to relevant legal and compliance requirements
- improve & maintain asset allocation framework (strategic and tactical)
- assist with monthly and quarterly reporting of investments under coverage

**Your team**
You will be working in our Multi Family Office business. The MFO team is responsible for prospecting and building long-standing, and delivering products, services and advice to our Family Office clients domiciled Asia.

**Your expertise**
- At least 10 years of proven track record with investment sales and relationship management, preferably with a discretionary portfolio management background
- Strong understanding of the needs and sensitivities of clients (private individuals and families)
- deep experience in working with sophisticated clients and complex investments
- Thorough knowledge of the full range of solutions and investment products and strong knowledge of relevant financial markets and instruments, experience in wealth planning, credit services would be a strong advantage
- In-depth analytical skills that you’ve applied to multi asset class portfolios while observing client suitability and managing risks
- familiar with Investment Banking offerings or have significant experience in dealing with UHNW Clients
- excellent communicator in both English, Mandarin and any other Asian languages to support our client base
- Proven presentation skills in front of clients (you’re persuasive)
- Strong analytical and critical reasoning skills with high ethical and professional standards.

An advanced degree in the area of finance. CFA, CAIA qualification would be a definite plus.

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