Investment Advisor – Major Private Bank

A major Private Bank is looking to hire an experienced Investment Advisor to support the Bank’s continuous business growth in this region.

Responsibilities:

Reporting to the Head of Investment Advisory, you will play an active role in providing high quality investment advice for the Bank’s HNW clients. This involves portfolio construction, managing investment portfolios across multi asset classes and financial products, providing expert financial advice that is customised to the clients’ risk profile and aligned with the Bank’s risk management framework. You will perform regular portfolio reviews, advise on asset allocation and pro-actively update clients on evolving market trends, recommending timely all-rounded investment solutions.

Qualifications:

The successful candidate has a Degree in Finance/Banking and CFA qualification. You have 10 – 15 years of relevant experience in financial services, including a few years as an investment advisor in Private Banking/ Wealth Management. You are conversant with investment products across asset classes and are able to recommend appropriate and high quality investment solutions to clients. Experience working with HNW clients in Greater China/ North Asia markets presents a strong advantage. A driven, results-focused and solutions-oriented individual, you thrive in a dynamic environment.

To Apply

To apply, please submit your resume to Jasmine at jt@kerryconsulting.com quoting the job title: VP/SVP, Investment Advisor/ JT 33593. We regret that only shortlisted candidates will be contacted for further discussion.

Registration No: R1101482
Licence No: 16S8060

Type of Work: Permanent

Region: Singapore