Director, Investment Advisor – Boutique Private Bank

A Boutique Private Bank is looking to hire an experienced Investment Advisor. A new headcount, this individual will work closely with the Relationship Managers in growing the AUM.

职责

Reporting to the Head of Investment Advisory, this role involves investment management and client relationship engagement. You will provide high quality investment and wealth management solutions for the Bank’s HNW/UHNW clients. This includes managing investment portfolios across a diverse range of 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 market trends, recommending timely all-rounded investment solutions and adjusting the investment strategy where appropriate.

资格：

The successful candidate has strong academic qualifications and 15 years of relevant experience, including experience in an investment advisor role in private banking. You have deep knowledge of investment products across asset classes, advanced portfolio construction and optimisation skills and are adept at recommending appropriate investment solutions to HNW clients. Sound commercial judgement, impartiality, strong interpersonal, communication and client engagement skills are essential in order to be effective in this role. Good network of fund managers and institutional counterparties is an advantage. Additionally, you are a solutions-oriented individual who thrives in a collaborative environment.

申请

To apply, please submit your resume to Jasmine at jt@kerryconsulting.com quoting the Job Title: Director, Investment Advisor/JT 33075. We regret only shortlisted candidates will be contacted for further discussion.

Registration No: R1101482

Type of Work: Permanent

Region: Singapore

许可证编号：16S8060