Job opening - Investment Advisor, Private Wealth Management in Singapore | Randstad Singapore

summary

singapore
S$10,000 - S$12,000 per month
permanent
full-time

specialism
banking & financial services
sub specialism
private banking
reference number
91M0250865_4244422127136166444

job details

Responsibilities:

Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.
...

Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space
Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.
Evaluate individual risk profiles and investment preferences to recommend suitable wealth management solutions.
Deliver up-to-date market intelligence and high-quality financial offerings within private banking parameters to sophisticated investors

Requirements:

Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field
Experience: 8 years in the financial industry, specializing in investment advisory, ideally within Premier Private/Private Banking.
Investment Knowledge: Extensive understanding of financial products, including equities, unit trust & structured products.
Collaboration: Ability to work across teams, understanding interdependencies and synergies within the organization.
Language Skills: Proficient in spoken and written English. Fluency in Mandarin is required to effectively liaise with Mandarin-speaking clients and conduct product discussions. Written Mandarin proficiency is preferred for client communication when necessary.
CACS 1 & 2 required. CFA preferred

To apply online please use the 'apply' function.
(EA: 94C3609/ R21103354 )

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Responsibilities:

Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.

Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space
Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.
Evaluate individual risk profiles and investment preferences to recommend suitable wealth management solutions.
Deliver up-to-date market intelligence and high-quality financial offerings within private banking parameters to sophisticated investors

Requirements:

Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field
Experience: 8 years in the financial industry, specializing in investment advisory, ideally within Premier Private/Private Banking.
Investment Knowledge: Extensive understanding of financial products, including equities, unit trust & structured products.
Collaboration: Ability to work across teams, understanding interdependencies and synergies within the organization.
Language Skills: Proficient in spoken and written English. Fluency in Mandarin is required to effectively liaise with Mandarin-speaking clients and conduct product discussions. Written Mandarin proficiency is preferred for client communication when necessary.
CACS 1 & 2 required. CFA preferred

...

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skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree

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JC

jamie cai

+65 6510 6578

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