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Job Overview

Investment Advisor (VP)

Location: Singapore Salary: $competitive
Type: Permanent Start Date:
Posted: 5 months ago Contact: Abigail Lee

My client is a global award winning boutique Private Bank with a growing presence in the region. Being an organization with cohesive and a close-knit team culture, they are currently seeking to hire an Investment Counsellor to join their Investment Advisory team.

Responsibilities:

As the successful candidate, you will be responsible for:

  • Working closely with and providing sound investment advice to Relationship Managers and identifying suitable investment opportunities for Private Banking clients across multi asset classes which includes Discretionary Portfolio Management products
  • Keeping abreast of market updates and regulations within the investment landscapes
  • Conducting portfolio review for clients on a regular basis to ensure that their investment portfolio is in line with expectations and recommendations

Requirements

  • Tertiary education with a strong academic track record in the related disciplines of Banking and Finance, Economics, Mathematics and Accounting
  • Minimum 6 years of experience working in a similar field in a Private Banking setup
  • Strong knowledge across all investment product classes such as: Equities, Bonds, Funds, Treasury and DPM products
  • Experience working in the South Asia markets will be highly advantageous
  • Self-driven, highly motivated and able to work as a team player
Job posted by Abigail Lee - Registration Number: R1546922