Investment Consultant, North Asia

2 weeks ago

Singapore WMRC Private Ltd Full time

You will support the revenue generating activities of the private bank through timely and risk-controlled delivery of the appropriate investment solutions.

You will assume primary responsibility of the investment processes with the aim of increasing client penetration, share of wallet, product distribution and annuity incomes using in-house and third-party products, with a commensurate increase in profitability for the bank.

You will support the Global Investment Committee in shaping the house views and messages with consistency. As owner and ambassador for the asset allocation process and model portfolio management, you will work with key stakeholders in the population of the portfolios, whether internal or external, and be accountable for the generation of five risk models, their upkeep and final delivery into the relationship centres.

You will promote suitable portfolios to the client base as per clients’ risk profile and create and manage model portfolios using all the tools at the bank’s disposal and be responsible for their performance against the agreed benchmarks. You will suggest and support the strategic and tactical asset allocations and be a proactive member of the Global Investment Committee in providing inputs and views, as required.

You will support the asset allocation framework through education of the RMs and clients through regular seminars, presentations, monthly reviews of portfolio performance, with details around attribution, etc. You will also promote the understanding and acceptance of portfolio products, wherever and whenever possible, especially amongst RMs who are not presently actively marketing those products.

You will work with RMs to help them understand and manage their client portfolios by comparing them to the model portfolios, and will generate incremental sales of focus products through close cooperation with the RM teams in Hong Kong and Singapore.

You will identify target clients within the internal staff in Asia Pacific and will develop profitable business relationships with these target clients using a focused sales approach.

Pre-requisites

Degree holder in Finance, Business or related discipline

At least 6 - 8 years of investment consulting experience in private banking

Good understanding of financial and investment markets

Analytical mind and sensitive to financial market trends

Strong ability to converse on Mandarin with North Asian RMs and clients

Your interest will be treated in strict confidence.

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.

  • North Asia Investment Advisor, Private Bank

    3 days ago

    Singapore The Edge Asia Full time

    Our client is a well-established international private bank and now seeking for suitable talent for their front office. This is an Investment Counsellor role for the private banking arm of business and the incumbent will be expected to support North Asia market, hence additional language proficiency will be an added advantage. EA License Number:...

  • North Asia Investment Advisor, Private Bank

    3 days ago

    Singapore The Edge Partnership Full time

    This is an Investment Counsellor role for the private banking arm of business and the incumbent will be expected to support North Asia market, hence additional language proficiency will be an added advantage. Some of the key responsibilities will include: - Build and maintain relationships with relationship managers to support North Asia clients, providing...

  • Associate, Investment

    2 weeks ago

    Singapore Keppel (Fund Management & Investment) Full time

    Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Source and analyse investment opportunities Structuring and executing the acquisition of assets in Asia Pacific Conduct financial modelling to assess / support acquisition decisions...

  • IPB Investment Counselor

    5 days ago

    Singapore Citi Full time

    IPB Investment Counselor (North Asia market)Join to apply for the IPB Investment Counselor (North Asia market)role at Citi . The Investment Counselor (IC) is a strategic professional who stays abreast of developments within their own field and the business. They are recognized as the authority for investment products and market trends within the business. To...

  • Investment Associate, AVP

    10 hours ago

    Singapore Citigroup Full time

    Investment Associate, AVP (North Asia) – Citi Private

  • Investment Associate, AVP

    10 hours ago

    Singapore Citibank (Switzerland) AG Full time

    ## For additional information, please review .Investment Associate, AVP (North Asia) - Citi Private

  • AVP, Investment Counselor

    1 week ago

    Singapore Citibank (Switzerland) AG Full time

    **For additional information, please review .**AVP, Investment Counselor (North Asia Markets) - C12 - Singapore page is loaded **AVP, Investment Counselor (North Asia Markets) - C12 - Singapore**locationsSingapore Singapore time typeFull time posted onPosted Today job requisition id Whether you're at the start of your career or looking to discover your next...

  • Senior/premier Relationship Manager

    1 week ago

    Singapore OCBC Bank Full time

    **Senior/Premier Relationship Manager (North Asia)** **-** **(**240001UM**)** At OCBC, we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank and the World’s Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Magazine), we are committed to invest and develop our people. If you...

  • Associate, Investment, Infrastructure

    1 day ago

    Singapore GIC Investment Full time

    Location: Singapore, SG- Job Function: Infrastructure- Job Type: Permanent- Req ID: 15797GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 locations around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an extraordinary network of...

  • Senior Manager, China and North Asia

    1 day ago

    Singapore Singapore Business Federation Full time

    Reporting to the Director - China and North Asia, and working with other team members, you will plan, oversee and organise projects, programs and business activities through effective research & analysis, marketing & PR, and coordination with all relevant parties for achieving SBF’s mission and vision, as well as the divisional objectives, which...