Premier Investment Specialist / Adviser

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

Our client, a leading international bank, is looking for a highly driven and experienced investment specialist to join their team.

Key Responsibilities

• Advise Premier clients on investment needs, goals, and risk tolerance; build trusted relationships, collaborating with Relationship Managers
• Design and optimize Premier client portfolios, focusing on strategic asset allocation using structured products, mutual funds, and bonds
• Translating Chief Investment Officer (CIO) view into actionable investment insights for client portfolios
• Evaluate and recommend suitable investment solutions, specializing in structured products, mutual funds, and bonds, based on rigorous due diligence
• Advise clients on wealth lending solutions (e.g., Lombard lending) to complement their investment strategies.
• Coach Relationship Managers to enhance their investment acumen and ability to articulate solutions to clients
• Continuously monitor client portfolio performance, conduct proactive reviews, and recommend adjustments for clients
• Ensure strict adherence to regulatory requirements (Monetary Authority of Singapore) and internal policies, managing risks and ensuring fair client dealings

The ideal candidate will possess the following

• Bachelor's degree in Finance, Economics, Business Administration
• CFA (Chartered Financial Analyst) or other relevant certifications like CFP (Certified Financial Planner) or CAIA (Chartered Alternative Investment Analyst) may also be beneficial
• Relevant experience in an investment advisory, portfolio management, or product specialist role within a private bank, wealth management firm, or asset management company
• Proven track record of advising and managing portfolios for High-Net-Worth (HNW) clients in Singapore or the Asia-Pacific region
• Strong background and demonstrable expertise in structured products, mutual funds (unit trusts), and fixed income (bonds).

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to

Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.