Key Responsibilities :
- Conduct in-depth financial assessments to understand clients' investment goals, financial profile, and risk appetite
- Design and implement customized investment strategies tailored to individual client needs
- Monitor global markets and trends to provide proactive, data-driven recommendations
- Manage and rebalance investment portfolios in alignment with client objectives and market conditions
- Deliver regular portfolio reviews, performance updates, and maintain full transparency with clients
- Build long-term, trust-based relationships with clients through excellent advisory service
- Work closely with internal stakeholders, including Product, Compliance, and Operations, to ensure seamless execution
- Maintain full compliance with MAS regulations and internal risk controls
- Liaise with stakeholders from headquarters in Mandarin and support cross-border client initiatives
Requirements :
Bachelor's degree in Finance, Economics, or related field; professional certifications such as CFA or CFP are highly advantageousMinimum 10 years of experience in wealth management, private banking, or investment advisory rolesProven ability to build and manage HNW / UHNW client portfolios across asset classesStrong analytical, interpersonal, and communication skillsFluency in Mandarin is essential , due to frequent engagement with Mandarin-speaking clients and HQ stakeholdersMust have passed CACS Paper 1 & 2Solid understanding of MAS regulatory framework and financial product suitability requirementsIf you are ready to take on a pivotal advisory role within a reputable and growth-focused banking platform, we'd love to hear from you.
Please send your updated CV to glennwong@talentvis.com for a confidential discussion.
Glenn Wong
Financial Services Business Lead, Talentvis
R1106685 | glennwong@talentvis.com #J-18808-Ljbffr