Our client, a well-regarded Asian Private Bank is looking for an experienced Investment Counselor to join their team.
Key Responsibilities: -
Establish and maintain long-term relationships with high-net-worth (HNW) clients, ensuring personalized service.
Provide customized financial planning advice based on client needs, including investment and tax planning.
Recommend suitable investment products and services to clients, such as stocks, bonds, funds, etc.
Conduct regular market trend analysis to provide clients with the latest investment opportunities and risk assessments.
Assist clients in identifying and managing financial risks to ensure the safety and growth of their assets.
Regularly compile performance reports of client investment portfolios for reference
Organize roadshows and host client events to promote Singapore's market trends and investment directions.
The ideal candidate will possess the following:
Min 5 years of experience in wealth management or private banking
Strong understanding of the Greater China market is highly advantageous
CACS 1 & 2 certifications required
CFA/CPA preferred
Fluent in English and Mandarin to liaise with internal and external Chinese-speaking stakeholders and clients
Excellent communication and client advisory skills
If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to cheryl.poh@ambition.com.sg. Only shortlisted candidates will be notified.
Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.
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Job Detail
Job Id
JD1636051
Industry
Not mentioned
Total Positions
1
Job Type:
Full Time
Salary:
Not mentioned
Employment Status
Permanent
Job Location
Singapore, S00, SG, Singapore
Education
Not mentioned
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Beware of fraud agents! do not pay money to get a job
MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.