Investment Specialist
7 days ago
**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.
-
Associate, Investment
12 hours ago
Singapore Keppel (Fund Management & Investment) Full timeJoin 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...
-
Investment Specialist
7 days ago
Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full timePlease refer to the JD: Investment Specialist THE OPPORTUNITY **We are seeking driven talents to join our team as a Investment Specialist. This position requires you identify trends, develop and implement sales strategies and to provide guidance and advisory to your clients. You will be part of a performance driven team with opportunities to learn and grow...
-
Investment Specialist
12 hours ago
Singapore OCBC Full timeJoin to apply for the Investment Specialist role at OCBC Who We Are As Singapore's longest established
-
Investment Specialist
7 days ago
Singapore EXODUS CAPITAL (S) PTE. LTD. Full timeExciting Career Opportunity: Investment Specialist Location: Robinson Road, Singapore (Hybrid Remote) Are You Ready to Build an Exciting Career in Finance? Step into the world of investment management with Exodus Capital, where we believe in empowering fresh graduates and aspiring professionals to achieve their full potential. No prior experience is...
-
22487477 Investment Finance Specialist
7 days ago
Singapore CITICORP INVESTMENT BANK (SINGAPORE) LIMITED Full time**Responsibilities**: As a Investment Finance (IF) Analyst, the primary responsibility is to engage stakeholders such as IF Specialist/Transactors, Associate Bankers/Bankers, Risk Managers, Credit Controllers and Technology Business Analyst in the daily course of work. - Ensuring credit needs of client are captured and recommended accordingly in Credit...
-
Investment Specialist Manager
4 days ago
Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time**Summit Planners Crusaders Pte Ltd **is a premier **One-Stop Integrated Financial Services Provider **, committed to delivering innovative, personalized, and holistic financial solutions. We cater to individuals and businesses, offering services ranging from wealth management and estate planning to investment advisory and insurance. We are looking for a...
-
Singapore GIC Investment Full timeLocation: Singapore, SG- Job Function: Investment Insights Group- Job Type: Permanent- Req ID: 15663GIC 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...
-
Investment Specialist
4 days ago
Singapore PICTET Full time**Your team**: - “Investment partnership” with RMs covering North Asia (HK/China/Taiwan) to deliver Pictet’s Mandarin-speaking clients a unique investment experience and service - Deliver optimized investment performance - Profitably grow assets under management in North Asia **Your role**: - Keeping up to date with the financial markets, the...
-
Fixed Income Investment Specialist
7 days ago
Singapore LGIM SINGAPORE PTE. LTD. Full time**Company Description** Legal & General is one of Europe’s largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us - from Hong Kong and Singapore to Chicago and major European financial hubs. Created by...
-
Avp/vp, Strat
7 days ago
Singapore GIC Investment Full timeLocation: Singapore, SG Job Function: Data & Technology **Job Type**: Permanent Req ID: 13661 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...