Senior Investment Advisor
Singapore, Singapore
Job Description
Key Responsibilities:
- Partner with Premier Relationship Manager (onshore market) to provide timely and relevant investment advisory services given client\'s financial objectives and needs profile.
- Utilise in-house advisory platforms to deliver holistic investment advisory to clients.
- Strengthen the value proposition of the IA team through contributing investment ideas / themes and speaking at market outlook events.
- Participate and promote digital initiatives, facilitate webinars to drive better wealth management client journey and penetration.
- Degree Holder in the fields of either Finance, Business, Economics or Banking with 5 years of experience in advisory role or similar capacity.
- Demonstrate passion and affinity for the financial markets.
- Strong understanding of key products: Unit Trusts, Bonds, FX and Structured Products.
- Fluent in both written and verbal communications, and an ability to articulate information, ideas and solutions to client succinctly.
- Self-driven team player who takes initiative and detail oriented.
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
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Job IdJD1310938
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSingapore, Singapore
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EducationNot mentioned