Premier Investment Advisor: HNW Portfolios

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

Job summary

A leading international bank in Singapore is seeking a motivated investment specialist to advise Premier clients on their investment strategies. The role involves designing portfolios focused on strategic asset allocation, translating the CIO's insights, and ensuring compliance with regulatory requirements. The ideal candidate should possess a relevant degree and experience in investment advisory, with certifications like CFA or CFP being advantageous. This is an excellent opportunity for professionals aiming to enhance wealth management capabilities.

Qualifications

• Bachelor's degree in a relevant field.
• CFA, CFP or CAIA certifications preferred.
• Relevant experience in investment advisory or portfolio management.

Responsibilities

• Advise clients on investment needs and goals.
• Design and optimize client investment portfolios.
• Translate CIO view into actionable insights.

Skills

Investment advisory

Portfolio management

Wealth management

Client relationship building

Risk assessment

Education

Bachelor's degree in Finance, Economics, Business Administration

CFA, CFP, CAIA certifications

Job description

A leading international bank in Singapore is seeking a motivated investment specialist to advise Premier clients on their investment strategies. The role involves designing portfolios focused on strategic asset allocation, translating the CIO's insights, and ensuring compliance with regulatory requirements. The ideal candidate should possess a relevant degree and experience in investment advisory, with certifications like CFA or CFP being advantageous. This is an excellent opportunity for professionals aiming to enhance wealth management capabilities.