Asia-Pacific Private Wealth Investment Advisor (Mandarin)

Perennial HR; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

A leading financial institution in Singapore is seeking an experienced financial advisor focused on managing high-net-worth client investment portfolios. The role involves guiding asset allocation strategies, delivering investment updates, and collaborating closely with Relationship Managers. Successful candidates will have integrity, solid investment knowledge, and fluency in Mandarin to interact with North Asian clients.

Qualifications

• High integrity and adherence to professional and ethical standards.
• Proven experience in managing private client portfolios.
• Ability to build strong internal and external working relationships.

Responsibilities

• Act as a key advisor for clients' investment portfolios.
• Guide asset allocation strategies.
• Educate and support RMs in promoting investment solutions.

Skills

Client-focused

Fluency in Mandarin Chinese

Excellent communication and presentation skills

Solid investment knowledge

Proactive and adaptable

Job description

A leading financial institution in Singapore is seeking an experienced financial advisor focused on managing high-net-worth client investment portfolios. The role involves guiding asset allocation strategies, delivering investment updates, and collaborating closely with Relationship Managers. Successful candidates will have integrity, solid investment knowledge, and fluency in Mandarin to interact with North Asian clients.