Senior Investment Advisor -Private Bank

    Permanent Jasmine Tan Email Job
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    Details

    • Category Financial Services
    • Industry Private Banking & Wealth
    • Function Front Office
    • Consultant Jasmine Tan
    • License No 16S8060
    • Registration No R1101482
    • Job Ref No JT18519
    • Salary Above S$250,000

    Description

    Our client is a newly set up regional boutique wealth manager with a strong commitment to grow and strengthen their presence in Asia.

    Responsibilities

    The successful candidate will play a key role in working closely with Senior Relationship Managers and partnering them to meet their clients’ investment objectives. You are able to identify investment ideas across asset classes based on clients’ investment preference and risk profiles. You will advise and update the HNW clients regularly on their portfolio investment performance, asset allocation and portfolio rebalancing.

    Requirements

    The ideal candidate will have excellent tertiary qualifications and 15 years of work experience, including substantial experience in an investment advisor role at private banks. You have a strong combination of skills which include technical and analytical skills, multi asset product background, in depth knowledge of global financial markets and strong understanding of the current investment landscape.

    An experienced investment professional with strong interpersonal skills, you are able to relate well to clients and colleagues with diverse backgrounds and cultures. You are passionate about investing and are able to exercise good judgment in identifying good investment ideas. You thrive in a dynamic, fluid, close-knit and multi-cultural environment. You are entrepreneurial and would like to play am impactful role in building a strong wealth management platform.

    To Apply

    Please submit your resume to Jasmine at jt@kerryconsulting.com quoting the job title: Senior Investment Advisor / JT18519. We regret that only shortlisted candidates will be notified.

    Registration Number: R 1101482
    License Number: 16S8060