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Investment Advisor, Private Wealth Management - D01 Cecil, Marina, People’s Park, Raffles Place, SG
RANDSTAD PTE. LIMITEDD01 Cecil, Marina, People’s Park, Raffles Place, SG20 days ago
Job descriptionEducation : Bachelor's degree in Finance, Business Administration, Economics, or a related field Experience : 8 years in the financial industry, specializing in investment advisory, ideally within Premier Private / Private Banking. Investment Knowledge : Extensive understanding of financial products, including equities, unit trust & structured products. Collaboration : Ability to work across teams, understanding interdependencies and synergies within the organization. Language Skills : Proficient in spoken and written English. Fluency in Mandarin is required to effectively liaise with Mandarin-speaking clients and conduct product discussions. Written Mandarin proficiency is preferred for client communication when necessary. CACS 1 & 2 required. CFA preferred
Roles & Responsibilities
Responsibilities :
Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.
- Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space
- Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients' financial goals and market conditions.
- Evaluate individual risk profiles and investment preferences to recommend suitable wealth management solutions.
- Deliver up-to-date market intelligence and high-quality financial offerings within private banking parameters to sophisticated investors
Requirements :
To apply online please use the 'apply' function.
(EA : 94C3609 / R21103354 )
Tell employers what skills you have
Wealth Management
Investment Advisory
Written English
Structured Products
Financial Planning
Wealth
Private Banking
Administration
Economics
Financial Markets
Market Intelligence
Emotional Intelligence
Bonds
Banking
Financial Advisory
Equities
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Investment Advisor • D01 Cecil, Marina, People’s Park, Raffles Place, SG
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