Senior Investment Advisor

Perennial HR; Singapore; On-site; SGD 80,000 - 150,000; Full time

Job summary

Join a prestigious European Private Bank as a Senior Investment Advisor in Singapore. This role offers a unique opportunity to provide bespoke investment advice to high-net-worth clients. You will leverage your extensive experience in financial markets and portfolio management to help clients achieve their financial objectives. The position emphasizes building strong client relationships and staying informed about market trends, particularly in the Asian financial landscape. Be a part of a dynamic team that values innovation and excellence in private banking services, and take your career to new heights in a supportive environment.

Benefits

Health Insurance

Retirement Plans

Professional Development Opportunities

Performance-Based Incentives

Qualifications

• Over 15 years of experience in private banking as an Investment Advisor.
• Strong knowledge of diverse asset classes and investment analysis.

Responsibilities

• Manage investment portfolios and deliver strategic market advice.
• Build trusted relationships with clients and ensure satisfaction.
• Analyze client financial goals to create customized solutions.

Skills

Investment Portfolio Management

Financial Advisory

Client Relationship Management

Market Trend Analysis

Communication Skills

Job description

Our client is a prestige European Private Bank based in Singapore. As part of its strategic expansion, our client is seeking a Senior Investment Advisor to join their dynamic team. This is an exciting opportunity to be part of a forward-thinking organization that is continuously enhancing its private banking services and investing in its growth.

About The Job

As an Investment Advisor, you will be responsible for offering bespoke investment advice and solutions to high-net-worth clients and families. You will leverage your expertise in financial markets, investment products, and portfolio management to help clients achieve their financial goals. This role requires a deep understanding of the Asian financial landscape and an ability to navigate complex investment strategies.

Key Responsibilities:

1. Manage investment portfolios, deliver strategic market advice, and recommend actionable investment ideas.
2. Build and maintain strong, trusted relationships with clients, ensuring exceptional service and satisfaction.
3. Collaborate with Relationship Managers to grow client portfolios and attract new business.
4. Provide bespoke portfolio advice, identify investment opportunities, and monitor performance across asset classes.
5. Conduct regular client meetings to review portfolios and offer personalized investment and financial planning strategies.
6. Analyze client financial goals, risk tolerance, and investment objectives to create customized solutions.
7. Stay informed about market trends, economic developments, and opportunities, especially within the Asian region.
8. Act as the bank's representative in client events, investment forums and media appearances.
9. Work closely with internal teams to deliver comprehensive wealth management solutions.
10. Ensure compliance with regulatory standards and internal policies.

Qualifications:

1. Over 15 years of experience as an Investment Advisor/Counsellor in Private Banking
2. Expertise in investment portfolio management and financial advisory.
3. Strong knowledge of market trends and diverse asset classes including quantitative investment analysis.
4. Excellent client relationship management and communication skills.
5. Highly meticulous, detail-oriented, well-organized, proactive, and capable of working independently.

What We Offer:

1. A dynamic and supportive work environment that fosters growth and innovation.
2. The opportunity to work with a diverse and talented team of professionals dedicated to delivering excellence.
3. Competitive salary and performance-based incentives.
4. Comprehensive benefits package including health insurance, retirement plans, and professional development opportunities.

How to Apply:

If you are a motivated and experienced investment professional with a passion for providing exceptional client service, please submit your resume in word format to apply.