Senior Investment Advisor for High-Net-Worth Clients

Gravitas Recruitment Group; Singapore; On-site; SGD 80,000 - 130,000; Full time

Job summary

Gravitas Recruitment Group's client in Singapore seeks an Investment Advisor to manage relationships with high-net-worth clients and provide tailored investment guidance. You will ensure portfolios align with goals and risk profiles while monitoring market trends and economic conditions.

The role is a full-time position based in Singapore within the Investment Advisory Team, offering a collaborative environment and competitive compensation.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• Min 5 years in investment advisory or wealth management.
• Strong knowledge of investment products and portfolio management.
• Proven client relationship skills.
• Excellent communication and interpersonal abilities.
• Familiarity with regulatory requirements in financial services.

Responsibilities

• Manage and nurture direct relationships with high-net-worth clients.
• Provide timely and relevant investment advice tailored to individual client needs.
• Ensure portfolio suitability and effective risk management to align with clients' objectives.
• Monitor market trends and economic conditions to inform investment strategies.
• Collaborate with internal teams to enhance service delivery and client satisfaction.

Skills

Relationship management

Investment analysis

Communication

Teamwork

Education

Bachelor's degree in Finance or Economics

CFA or CFP (nice to have)

Tools

Portfolio management software

Financial planning tools

Job description

Gravitas Recruitment Group's client in Singapore seeks an Investment Advisor to manage relationships with high-net-worth clients and provide tailored investment guidance. You will ensure portfolios align with goals and risk profiles while monitoring market trends and economic conditions.

The role is a full-time position based in Singapore within the Investment Advisory Team, offering a collaborative environment and competitive compensation.