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AVP, Investment Specialist — Global Wealth Advisory
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AVP, Investment Specialist — Global Wealth Advisory
Resumo da oferta
A leading international bank in Singapore is seeking an Assistant Vice President, Investment Specialist. You will advise high-net-worth clients on investment solutions and manage their portfolios effectively. The ideal candidate holds a bachelor's degree in finance or a related field and has relevant certifications like CFA or CMFAS. This role requires advanced experience in investment advisory and compliance adherence, making it ideal for professionals looking to advance their careers in a dynamic global environment.
Serviços
Qualificações
- Bachelor's degree or higher in Finance, Economics, Business Administration, or a related quantitative field.
- Essential CMFAS modules for licensing in Singapore.
- Preferred CFA or Master's degree and relevant certifications.
Responsabilidades
- Advise Premier clients on investment needs and build relationships.
- Design and optimize portfolios focusing on strategic asset allocation.
- Translate CIO views into actionable investment insights.
Conhecimentos
Formação académica
* O salário de referência é obtido com base em objetivos de salário para líderes de mercado de cada segmento de setor. Serve como orientação para ajudar os utilizadores Premium na avaliação de ofertas de emprego e na negociação de salários. O salário de referência não é indicado diretamente pela empresa e pode ser significativamente superior ou inferior.