Job Description

Responsibilities:

As a key member of the team, you will play an impactful role in driving new business and sustaining revenue growth. You will partner the Relationship Managers in delivering multi-asset investment advice to HNW clients. This involve understanding clients\' financial objectives and risk appetite and providing investment recommendations within the clients\' risk appetite and bank\'s recommendation framework. You will perform regular portfolio reviews, advise on asset allocation and pro-actively update clients on market trends, recommending timely all-rounded investment solutions.

Qualifications:

The successful candidate has strong academic qualifications with over 8 years of experience in investment advisory, preferably in Private Banking or Wealth Management. You are conversant with investment products across asset classes and are able to recommend appropriate investment solutions to clients. You have extensive knowledge of investment products and are well versed with financial markets. Experience working closely with HNW clients in North Asia is a strong advantage. You are a driven, results-focused and solutions-oriented individual who thrives in a team environment.

To Apply

To apply, please submit your resume to Frondia at fh@kerryconsulting.com quoting the job title: VP/SVP, Investment Counsellor/ 26170. We regret that only shortlisted candidates will be notified.

Registration No: R22110503

Type of Work: Permanent

Region: Singapore

License No: 16S8060

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