Our client is private bank with an excellent reputation in the market. They pride themselves as one with a holistic, bespoke portfolio advisory model and an employer who supports personal development – especially internal mobility and opportunities within the business.
You will be a portfolio advisor for the private banking business, a multi-asset specialist with a key focus on funds. Discretionary portfolio management, mutual and alternative investments being the key focus. This role is based in Singapore.
This is an exciting opportunity focusing mostly on UHNW individuals. The platform is highly interesting as aside from vanilla products, there is unique private market and investment banking offering in which clients are excited about.
- Bachelor’s degree in banking and finance or similar
- At least 5 to 8 years of experiences in an investment consulting, portfolio advisory, managed investments, funds or cross asset solutions
- Excellent communication and presentation skills, the ability to work well with multiple stakeholders and UHNW clients as a team player
- CAIA, CFA certifications are highly advantageous
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