Premier Investment Advisor for HNW Portfolios

Ambition Singapore; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A leading international bank in Singapore is seeking a highly driven investment specialist to provide tailored investment advice to Premier clients. The role involves designing optimized portfolios, monitoring performance, and ensuring compliance with regulatory standards. The ideal candidate will possess a bachelor's degree in Finance, relevant certifications like CFA, and a strong background in structured products and mutual funds. This position offers an opportunity to enhance client relationships in a dynamic wealth management environment.

Qualifications

• Bachelor's degree is required, preferably in Finance, Economics, or Business Administration.
• CFA or similar qualifications are a plus.
• Experience in investment advisory roles is essential.

Responsibilities

• Advise clients on investment needs and goals.
• Design and optimize client portfolios based on strategies.
• Monitor client portfolio performance and conduct reviews.

Skills

Investment advisory

Portfolio management

Structured products

Mutual funds

Risk management

Education

Bachelor's degree in Finance, Economics, or Business Administration

CFA or other relevant certifications (CFP, CAIA)

Job description

A leading international bank in Singapore is seeking a highly driven investment specialist to provide tailored investment advice to Premier clients. The role involves designing optimized portfolios, monitoring performance, and ensuring compliance with regulatory standards. The ideal candidate will possess a bachelor's degree in Finance, relevant certifications like CFA, and a strong background in structured products and mutual funds. This position offers an opportunity to enhance client relationships in a dynamic wealth management environment.